2023 Form 5500 filing — Rfmbg Lincolnshire LLC 401k 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 20241014132552NAL0044635712001) for Rfmbg Lincolnshire LLC 401k Plan, reported by Rfmbg Lincolnshire LLC under EIN 37-1794875 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132552NAL0044635712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rfmbg Lincolnshire LLC
- EIN
- 37-1794875
- Plan number
- 001
- Location
- Mt Prospect, IL
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,122,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,122,764
- Employer contributions
- $122,520
- Participant contributions
- $424,131
- Total income / additions
- $1,011,049
- Benefits paid
- $221,155
- Administrative expenses
- $15,054
- Total expenses
- $239,908
- Net increase / (decrease)
- $771,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $13,017 | $0 |
| Fidelity | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Alliance Bernstein | NONE | $0 | $0 |