2023 Form 5500 filing — Rivkin Radler Llp 401(K) Savings & Profit Sharing 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 20240924115506NAL0022860384001) for Rivkin Radler Llp 401(K) Savings & Profit Sharing Plan, reported by Rivkin Radler Llp under EIN 11-1853927 and plan number 003. It reports 549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924115506NAL0022860384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rivkin Radler Llp
- EIN
- 11-1853927
- Plan number
- 003
- Location
- Uniondale, NY
- Participants
- 549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $162,392,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $162,392,425
- Employer contributions
- $3,342,224
- Participant contributions
- $4,701,901
- Total income / additions
- $32,033,516
- Benefits paid
- $9,484,332
- Administrative expenses
- $192,729
- Total expenses
- $9,697,228
- Net increase / (decrease)
- $22,336,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $108,091 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $80,547 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,741 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $350 | not reported in the loaded dataset |