2023 Form 5500 filing — Motley Rice LLC Employee Retirement 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 20241015162632NAL0057229202001) for Motley Rice LLC Employee Retirement Savings Plan, reported by Motley Rice LLC under EIN 75-3051732 and plan number 003. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162632NAL0057229202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Motley Rice LLC
- EIN
- 75-3051732
- Plan number
- 003
- Location
- Mt. Pleasant, SC
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,070,762
- Total liabilities (EOY)
- $43
- Net assets (EOY)
- $105,070,719
- Employer contributions
- $1,981,217
- Participant contributions
- $3,688,309
- Total income / additions
- $20,710,168
- Benefits paid
- $2,221,369
- Administrative expenses
- $41,049
- Total expenses
- $2,266,545
- Net increase / (decrease)
- $18,443,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $26,190 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,859 | $0 |