2023 Form 5500 filing — Rwa Wealth Partners, LLC 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 20240830081853NAL0008238179001) for Rwa Wealth Partners, LLC 401(K) Plan, reported by Rwa Wealth Partners, LLC under EIN 27-4946566 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240830081853NAL0008238179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rwa Wealth Partners, LLC
- EIN
- 27-4946566
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 124
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,535,728
- Total liabilities (EOY)
- $24
- Net assets (EOY)
- $43,535,704
- Employer contributions
- $484,376
- Participant contributions
- $1,490,762
- Total income / additions
- $15,426,366
- Benefits paid
- $4,134,145
- Administrative expenses
- $1,719
- Total expenses
- $4,135,864
- Net increase / (decrease)
- $11,290,502
- Schedule source
- Schedule I