2023 Form 5500 filing — Redwood Living, Inc. 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 20241008182104NAL0008649219001) for Redwood Living, Inc. 401(K) Plan, reported by Redwood Living, Inc. under EIN 34-1656873 and plan number 001. It reports 697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.1MReported net assets$17,085,440
Participants697
Provider compensation$64K2 Schedule C row(s)$63,967
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008182104NAL0008649219001
Plan sponsor
Redwood Living, Inc.
EIN
34-1656873
Plan number
001
Location
Independence, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$17.1M total assets
Net assets$17.1MLiabilities$0
Money in vs. money out
Total income / additions$6.3M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$1.3M
Participant$2.2M
Full reported line items
Total assets (EOY)
$17,085,440
Total liabilities (EOY)
$0
Net assets (EOY)
$17,085,440
Employer contributions
$1,311,130
Participant contributions
$2,243,022
Total income / additions
$6,282,711
Benefits paid
$1,089,128
Administrative expenses
$60,123
Total expenses
$1,149,251
Net increase / (decrease)
$5,133,460

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cbiz Investment Advisory ServiceSERVICE PROVIDER$38,073$18,052
Cbiz Benefits And Insurance ServTHIRD PARTY ADMINISTRATO$0$7,842

Related Form 5500 pages