Ritewood Inc Retirement Plan — Form 5500 plan (Ritewood 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, Ritewood Inc Retirement Plan is a benefit plan reported by Ritewood Inc under EIN 82-0291851 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $17,094,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ritewood Inc
- EIN
- 82-0291851
- Plan number
- 002
- Plan type
- 2
- Location
- Franklin, ID
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $17,094,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241007185906NAL0007869971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,094,974
- Total liabilities (EOY)
- $31,361
- Net assets (EOY)
- $17,063,613
- Net assets (BOY)
- $14,701,528
Income & contributions
- Employer contributions
- $368,419
- Total contributions
- $368,419
- Total income / additions
- $3,088,526
Expenses & distributions
- Benefits paid
- $627,288
- Administrative expenses
- $99,153
- Total expenses
- $726,441
- Net increase / (decrease)
- $2,362,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $38,495 | not reported in the loaded dataset | 2023 |
| Jones Simkins LLC | AUDIT/TAX SERVICES | $27,285 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $24,851 | not reported in the loaded dataset | 2023 |