2023 Form 5500 filing — Rfi Enterprises Savings And Retirement 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 20240910121320NAL0002979187001) for Rfi Enterprises Savings And Retirement Plan, reported by Rfi Enterprises, Inc. under EIN 77-0062511 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910121320NAL0002979187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rfi Enterprises, Inc.
- EIN
- 77-0062511
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,817,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,817,221
- Employer contributions
- $778,390
- Participant contributions
- $1,688,648
- Total income / additions
- $9,868,290
- Benefits paid
- $5,996,555
- Administrative expenses
- $104,831
- Total expenses
- $6,093,631
- Net increase / (decrease)
- $3,774,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $99,852 | $0 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $58,719 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,979 | not reported in the loaded dataset |