Rfh Holdings 401(K) Plan — Form 5500 plan (Richey Family Holdings, 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, Rfh Holdings 401(K) Plan is a benefit plan reported by Richey Family Holdings, LLC under EIN 84-3111227 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $3,296,716 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Richey Family Holdings, LLC
EIN
84-3111227
Plan number
001
Plan type
3
Location
Stafford, TX
Latest filing year
2023
Participants
195
End-of-year plan assets
$3,296,716

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20241011023551NAL0022040657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,296,716
Total liabilities (EOY)
$0
Net assets (EOY)
$3,296,716
Net assets (BOY)
$4,050,488

Income & contributions

Employer contributions
$57,231
Participant contributions
$226,454
Total contributions
$283,685
Total income / additions
$805,943

Expenses & distributions

Benefits paid
$1,527,997
Administrative expenses
$31,718
Total expenses
$1,559,715
Net increase / (decrease)
-$753,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$27,073$2,4852023
Ameriprise Financial ServicesADVISOR$0$7,6692023
Alliance Benefit GroupTPA$2,558$2,3132023

Related Form 5500 pages