2023 Form 5500 filing — Renfro Charleston, LLC Defined Benefit Pension 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 20241021152145NAL0003545426001) for Renfro Charleston, LLC Defined Benefit Pension Plan, reported by Renfro Corporation under EIN 56-0375140 and plan number 004. It reports 828 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021152145NAL0003545426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Renfro Corporation
- EIN
- 56-0375140
- Plan number
- 004
- Location
- Mount Airy, NC
- Participants
- 828
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,001,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,001,734
- Employer contributions
- $487,343
- Total income / additions
- $1,162,999
- Benefits paid
- $1,892,001
- Administrative expenses
- $312,225
- Total expenses
- $2,204,226
- Net increase / (decrease)
- -$1,041,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Consulting Group | NONE | $69,825 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $38,359 | $1,046 |
| Bank Of America | NONE | $15,911 | not reported in the loaded dataset |
| Butler + Burke Llp | NONE | $7,750 | not reported in the loaded dataset |