2023 Form 5500 filing — Rfe Management Corporation 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 20240926160506NAL0000910145001) for Rfe Management Corporation Profit Sharing Plan, reported by Rfe Management Corporation under EIN 22-2465998 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.6MReported net assets$20,589,350
Participants34
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240926160506NAL0000910145001
Plan sponsor
Rfe Management Corporation
EIN
22-2465998
Plan number
001
Location
Westport, CT
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$20.6M total assets
Net assets$20.6MLiabilities
Money in vs. money out
Total income / additions$3.5M
Total expenses$846.2K
Benefits paid / distributions$830K
Contributions
Employer$392.7K
Participant$132.9K
Full reported line items
Total assets (EOY)
$20,589,350
Net assets (EOY)
$20,589,350
Employer contributions
$392,653
Participant contributions
$132,929
Total income / additions
$3,484,448
Benefits paid
$830,000
Administrative expenses
$16,209
Total expenses
$846,209
Net increase / (decrease)
$2,638,239

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926160506NAL0000910145001 cover?
It is the 2023 Form 5500 filing for Rfe Management Corporation Profit Sharing Plan, reported by Rfe Management Corporation (EIN 22-2465998).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages