Rfi Enterprises Savings And Retirement Plan — Form 5500 plan (Rfi Enterprises, Inc.)
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, Rfi Enterprises Savings And Retirement Plan is a benefit plan reported by Rfi Enterprises, Inc. under EIN 77-0062511 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $34,817,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rfi Enterprises, Inc.
- EIN
- 77-0062511
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $34,817,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20240910121320NAL0002979187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,817,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,817,221
- Net assets (BOY)
- $31,042,562
Income & contributions
- Employer contributions
- $778,390
- Participant contributions
- $1,688,648
- Total contributions
- $2,915,207
- Total income / additions
- $9,868,290
Expenses & distributions
- Benefits paid
- $5,996,555
- Administrative expenses
- $104,831
- Total expenses
- $6,093,631
- Net increase / (decrease)
- $3,774,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $99,852 | $0 | 2023 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $58,719 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,979 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rfi Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation