2023 Form 5500 filing — Rio Gill 401(K) Plan & Trust
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 20241009132759NAL0009258403001) for Rio Gill 401(K) Plan & Trust, reported by Rio Farms , LLC under EIN 77-0009052 and plan number 001. It reports 778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132759NAL0009258403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rio Farms , LLC
- EIN
- 77-0009052
- Plan number
- 001
- Location
- Oxnard, CA
- Participants
- 778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,109,341
- Total liabilities (EOY)
- $34,780
- Net assets (EOY)
- $16,074,561
- Employer contributions
- $128,757
- Participant contributions
- $858,342
- Total income / additions
- $3,128,428
- Benefits paid
- $579,535
- Administrative expenses
- $71,274
- Total expenses
- $690,717
- Net increase / (decrease)
- $2,437,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,152 | $0 |
| Lpl Financial LLC | ADVISOR | $28,022 | not reported in the loaded dataset |
| Cuttone & Mastro Cpa'S | ACCOUNTANT/AUDITOR | $12,100 | not reported in the loaded dataset |