2023 Form 5500 filing — Rinnai America Corporation 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 20241015120817NAL0057464722001) for Rinnai America Corporation 401(K) Plan, reported by Rinnai America Corporation under EIN 95-2915596 and plan number 002. It reports 865 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120817NAL0057464722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rinnai America Corporation
- EIN
- 95-2915596
- Plan number
- 002
- Location
- Peachtree City, GA
- Participants
- 865
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,582,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,582,962
- Employer contributions
- $1,504,496
- Participant contributions
- $4,116,172
- Total income / additions
- $10,829,976
- Benefits paid
- $6,737,160
- Administrative expenses
- $126,417
- Total expenses
- $6,863,577
- Net increase / (decrease)
- $3,966,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $89,750 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $34,720 | $0 |
| Erisa Services Inc | CONTRACT ADMINISTRATOR | $1,949 | $18,837 |
| Raymond James Financial Services | INVESTMENT ADVISORY | $0 | $16,501 |