Rv Direct Dba Johnson Rv Sales 401(K) Plan — Form 5500 plan (R.V. Direct, LLC Dba Johnson R.V. Sales)
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, Rv Direct Dba Johnson Rv Sales 401(K) Plan is a benefit plan reported by R.V. Direct, LLC Dba Johnson R.V. Sales under EIN 93-1239828 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $5,392,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.V. Direct, LLC Dba Johnson R.V. Sales
- EIN
- 93-1239828
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy, OR
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $5,392,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241231154345NAL0009199651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,392,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,392,821
- Net assets (BOY)
- $4,561,452
Income & contributions
- Employer contributions
- $321,617
- Participant contributions
- $564,625
- Total contributions
- $943,348
- Total income / additions
- $1,749,287
Expenses & distributions
- Benefits paid
- $830,188
- Administrative expenses
- $71,019
- Total expenses
- $917,918
- Net increase / (decrease)
- $831,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $38,917 | $0 | 2023 |
| Lpl Financial LLC-Rpcp | INVESTMENT ADVISOR | $21,419 | not reported in the loaded dataset | 2023 |
| Farmer & Betts | TPA | $7,887 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid-Comprehensive | NONE | $2,142 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | RECORDKEEPER | $428 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $226 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R.V. Direct, LLC Dba Johnson R.V. Sales
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Sandy, OR
- Nationwide — Schedule C compensation
- Lpl Financial LLC-Rpcp — Schedule C compensation
- Farmer & Betts — Schedule C compensation
- Iron-Co-Fid-Comprehensive — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation