2023 Form 5500 filing — Richfield Living 403(B) 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 20241015104945NAL0048912816001) for Richfield Living 403(B) Plan, reported by Richfield Living under EIN 54-0534606 and plan number 003. It reports 582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104945NAL0048912816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Richfield Living
- EIN
- 54-0534606
- Plan number
- 003
- Location
- Salem, VA
- Participants
- 582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,804,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,804,004
- Employer contributions
- $82,436
- Participant contributions
- $512,226
- Total income / additions
- $1,519,881
- Benefits paid
- $4,599,306
- Administrative expenses
- $98,284
- Total expenses
- $4,697,590
- Net increase / (decrease)
- -$3,177,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,926 | $0 |
| Retirement Plan Solutions Inc | CONTRACT ADMIN | $27,856 | $5,867 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |