2023 Form 5500 filing — Riley Spence Management Company 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 20241010144007NAL0011615715001) for Riley Spence Management Company 401(K) Plan, reported by Riley Spence Management Company, LLC under EIN 20-5739129 and plan number 001. It reports 728 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)$2MReported net assets$2,029,504
Participants728
Provider compensation$6.8K1 Schedule C row(s)$6,750
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010144007NAL0011615715001
Plan sponsor
Riley Spence Management Company, LLC
EIN
20-5739129
Plan number
001
Location
Fenton, MO
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$531.2K
Total expenses$288.9K
Benefits paid / distributions$282.1K
Contributions
EmployerNot reported
Participant$284.6K
Full reported line items
Total assets (EOY)
$2,029,504
Total liabilities (EOY)
$0
Net assets (EOY)
$2,029,504
Participant contributions
$284,617
Total income / additions
$531,205
Benefits paid
$282,115
Administrative expenses
$6,750
Total expenses
$288,865
Net increase / (decrease)
$242,340
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $6.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010144007NAL0011615715001 cover?
It is the 2023 Form 5500 filing for Riley Spence Management Company 401(K) Plan, reported by Riley Spence Management Company, LLC (EIN 20-5739129).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages