2023 Form 5500 filing — Rocky Vista University, LLC 401(K) 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 20241010081224NAL0020680705001) for Rocky Vista University, LLC 401(K) Retirement Plan, reported by Rocky Vista University, LLC under EIN 20-4761077 and plan number 001. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010081224NAL0020680705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocky Vista University, LLC
- EIN
- 20-4761077
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,112,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,112,377
- Employer contributions
- $1,599,486
- Participant contributions
- $2,336,837
- Total income / additions
- $7,068,676
- Benefits paid
- $2,245,119
- Administrative expenses
- $68,602
- Total expenses
- $2,313,721
- Net increase / (decrease)
- $4,754,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stadion Money Management | NONE | $42,811 | not reported in the loaded dataset |
| Symphona | NONE | $13,750 | not reported in the loaded dataset |
| Expand Financial | NONE | $9,390 | not reported in the loaded dataset |
| United Of Omaha | INVESTMENT COMPANY | $2,650 | $0 |
| Mutual Of Omaha | INVESTMENT COMPANY | $0 | $0 |