Rios, Inc. Retirement Savings Plan — Form 5500 plan (Rios, 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, Rios, Inc. Retirement Savings Plan is a benefit plan reported by Rios, Inc. under EIN 95-4019625 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $22,748,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rios, Inc.
- EIN
- 95-4019625
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 331
- End-of-year plan assets
- $22,748,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20241011094837NAL0021619121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,748,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,748,062
- Net assets (BOY)
- $17,754,837
Income & contributions
- Employer contributions
- $409,017
- Participant contributions
- $1,766,716
- Total contributions
- $2,402,985
- Total income / additions
- $5,711,231
Expenses & distributions
- Benefits paid
- $599,606
- Administrative expenses
- $98,464
- Total expenses
- $718,006
- Net increase / (decrease)
- $4,993,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $98,464 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $37,500 | 2023 |
| Actuarial Benefits Corp | CONTRACT ADMINISTRATOR | $0 | $14,615 | 2023 |
| Holthouse Carlin Van Trigt Llp | ACCOUNTANT | $0 | $8,160 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rios, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation
- Holthouse Carlin Van Trigt Llp — Schedule C compensation