Rio Gill 401(K) Plan & Trust — Form 5500 plan (Rio Farms , LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rio Gill 401(K) Plan & Trust is a benefit plan reported by Rio Farms , LLC under EIN 77-0009052 and plan number 001. The latest loaded filing year is 2023. The filing reports 778 participants and $16,109,341 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rio Farms , LLC
EIN
77-0009052
Plan number
001
Plan type
2
Location
Oxnard, CA
Latest filing year
2023
Participants
778
End-of-year plan assets
$16,109,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023778H, C20241009132759NAL0009258403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,109,341
Total liabilities (EOY)
$34,780
Net assets (EOY)
$16,074,561
Net assets (BOY)
$13,636,850

Income & contributions

Employer contributions
$128,757
Participant contributions
$858,342
Total contributions
$1,034,498
Total income / additions
$3,128,428

Expenses & distributions

Benefits paid
$579,535
Administrative expenses
$71,274
Total expenses
$690,717
Net increase / (decrease)
$2,437,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$31,152$02023
Lpl Financial LLCADVISOR$28,022not reported in the loaded dataset2023
Cuttone & Mastro Cpa'SACCOUNTANT/AUDITOR$12,100not reported in the loaded dataset2023

Related Form 5500 pages