Rever Grand LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Rever Grand 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, Rever Grand LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Rever Grand LLC under EIN 81-3727606 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,855 participants and $12,553,129 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rever Grand LLC
EIN
81-3727606
Plan number
001
Plan type
2
Location
Grants Pass, OR
Latest filing year
2023
Participants
1,855
End-of-year plan assets
$12,553,129

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,855H, C20251217113748NAL0003789633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,553,129
Total liabilities (EOY)
$0
Net assets (EOY)
$12,553,129
Net assets (BOY)
$5,620,750

Income & contributions

Employer contributions
$2,321,871
Participant contributions
$4,225,955
Total contributions
$6,720,376
Total income / additions
$8,173,526

Expenses & distributions

Benefits paid
$1,015,320
Administrative expenses
$225,827
Total expenses
$1,241,147
Net increase / (decrease)
$6,932,379

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement LLCCONTRACT ADMINISTRATOR$166,908not reported in the loaded dataset2023
Ubs Financial Services IncINVESTMENT ADVISOR$58,919not reported in the loaded dataset2023

Related Form 5500 pages