2023 Form 5500 filing — Rhf Investments, Inc. 401(K) Savings 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 20240910111108NAL0002937555001) for Rhf Investments, Inc. 401(K) Savings Plan, reported by Rhf Investments, Inc. under EIN 46-2232330 and plan number 001. It reports 1,853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910111108NAL0002937555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rhf Investments, Inc.
- EIN
- 46-2232330
- Plan number
- 001
- Location
- Hickory, NC
- Participants
- 1,853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,929,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,929,260
- Employer contributions
- $944,812
- Participant contributions
- $3,135,603
- Total income / additions
- $10,936,604
- Benefits paid
- $6,809,327
- Administrative expenses
- $212,274
- Total expenses
- $7,128,371
- Net increase / (decrease)
- $3,808,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $154,874 | $8,249 |
| Lpl Financial | CONSULTANT | $21,500 | not reported in the loaded dataset |
| Mma Securities LLC | CONSULTANT | $21,500 | not reported in the loaded dataset |
| Smith Leonard Pllc | ACCOUNTANT | $12,000 | not reported in the loaded dataset |