2023 Form 5500 filing — Rfs Technologies Inc. Savings 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 20241014081259NAL0014633731001) for Rfs Technologies Inc. Savings Plan, reported by Rfs Technologies Inc. under EIN 13-3379797 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081259NAL0014633731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rfs Technologies Inc.
- EIN
- 13-3379797
- Plan number
- 001
- Location
- Meriden, CT
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,928,867
- Total liabilities (EOY)
- $82
- Net assets (EOY)
- $27,928,785
- Employer contributions
- $578,459
- Participant contributions
- $922,629
- Total income / additions
- $5,927,476
- Benefits paid
- $2,704,290
- Administrative expenses
- $48,554
- Total expenses
- $2,763,550
- Net increase / (decrease)
- $3,163,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $40,941 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $7,613 | not reported in the loaded dataset |