Rnwbl 401(K) Plan — Form 5500 plan (Rnwbl, 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, Rnwbl 401(K) Plan is a benefit plan reported by Rnwbl, LLC under EIN 85-4234180 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $3,820,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rnwbl, LLC
- EIN
- 85-4234180
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $3,820,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241014203525NAL0045892768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,820,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,820,682
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $460,864
- Participant contributions
- $948,989
- Total contributions
- $1,772,296
- Total income / additions
- $2,271,399
Expenses & distributions
- Benefits paid
- $782,515
- Administrative expenses
- $22,376
- Total expenses
- $821,128
- Net increase / (decrease)
- $1,450,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loren D. Stark Company | THIRD PARTY ADMINISTRATO | $0 | $14,166 | 2023 |
| Lpl Financial Corporation | BROKER/DEALER | $0 | $13,349 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $487 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $65 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $65 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rnwbl, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Loren D. Stark Company — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation