2023 Form 5500 filing — Secure Future Savings And Investing 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 20241014115017NAL0027194113004) for Secure Future Savings And Investing Plan, reported by River City Equipment Rental & Sales, Inc. under EIN 20-8799242 and plan number 001. It reports 344 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)$4.7MReported net assets$4,715,954
Participants344
Provider compensation$36K2 Schedule C row(s)$36,042
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014115017NAL0027194113004
Plan sponsor
River City Equipment Rental & Sales, Inc.
EIN
20-8799242
Plan number
001
Location
Franklin, TN
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)$4.7M total assets
Net assets$4.7MLiabilities
Money in vs. money out
Total income / additions$3.5M
Total expenses$428.3K
Benefits paid / distributions$387.5K
Contributions
Employer$896.1K
Participant$1.4M
Full reported line items
Total assets (EOY)
$4,715,954
Net assets (EOY)
$4,715,954
Employer contributions
$896,134
Participant contributions
$1,402,220
Total income / additions
$3,533,568
Benefits paid
$387,532
Administrative expenses
$35,899
Total expenses
$428,251
Net increase / (decrease)
$3,105,317
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $31.6K · Indirect $0
  2. 2
    THIRD PARTY ADMINISTRATOR · Direct $4.3K · Indirect $143

Related Form 5500 pages