2023 Form 5500 filing — Riverview 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726052134NAL0025820752001) for Riverview 401(K) Plan, reported by Riverview, Llp under EIN 26-3084208 and plan number 001. It reports 1,252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726052134NAL0025820752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riverview, Llp
- EIN
- 26-3084208
- Plan number
- 001
- Location
- Morris, MN
- Participants
- 1,252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,160,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,160,370
- Employer contributions
- $3,207,666
- Participant contributions
- $4,294,814
- Total income / additions
- $13,762,851
- Benefits paid
- $2,633,595
- Administrative expenses
- $108,620
- Total expenses
- $2,742,215
- Net increase / (decrease)
- $11,020,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $72,504 | $0 |
| Gateway Wealth Partners | INVESTMENT/FINANCIAL ADVI | $28,915 | $0 |
| Oneascent Financial Services LLC | INVESTMENT/FINANCIAL ADVI | $6,783 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |