2023 Form 5500 filing — The Get Richey If You May With Our 401k 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 20240813172729NAL0018490960001) for The Get Richey If You May With Our 401k Plan, reported by Richey May & Co., Llp under EIN 71-0911208 and plan number 001. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.7MReported net assets$21,738,198
Participants322
Provider compensation$46.7K2 Schedule C row(s)$46,717
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240813172729NAL0018490960001
Plan sponsor
Richey May & Co., Llp
EIN
71-0911208
Plan number
001
Location
Englewood, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$21.7M total assets
Net assets$21.7MLiabilities$0
Money in vs. money out
Total income / additions$6.8M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$703.2K
Participant$2.2M
Full reported line items
Total assets (EOY)
$21,738,198
Total liabilities (EOY)
$0
Net assets (EOY)
$21,738,198
Employer contributions
$703,228
Participant contributions
$2,212,035
Total income / additions
$6,785,309
Benefits paid
$1,617,713
Administrative expenses
$46,717
Total expenses
$1,669,386
Net increase / (decrease)
$5,115,923
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $34.4K · Indirect $0
  2. 2
    ADVISOR · Direct $12.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240813172729NAL0018490960001 cover?
It is the 2023 Form 5500 filing for The Get Richey If You May With Our 401k Plan, reported by Richey May & Co., Llp (EIN 71-0911208).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages