2023 Form 5500 filing — Rivo Holdings, 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 20241121174204NAL0001664850001) for Rivo Holdings, LLC 401k Plan, reported by Rivo Holdings, LLC under EIN 27-3871751 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,594,923
Participants190
Provider compensation$25K3 Schedule C row(s)$25,037
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241121174204NAL0001664850001
Plan sponsor
Rivo Holdings, LLC
EIN
27-3871751
Plan number
001
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$246K
Benefits paid / distributions$219.8K
Contributions
Employer$210.6K
Participant$672.1K
Full reported line items
Total assets (EOY)
$3,594,923
Total liabilities (EOY)
$0
Net assets (EOY)
$3,594,923
Employer contributions
$210,593
Participant contributions
$672,098
Total income / additions
$1,399,624
Benefits paid
$219,750
Administrative expenses
$25,038
Total expenses
$245,966
Net increase / (decrease)
$1,153,658
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $14.1K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $11K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241121174204NAL0001664850001 cover?
It is the 2023 Form 5500 filing for Rivo Holdings, LLC 401k Plan, reported by Rivo Holdings, LLC (EIN 27-3871751).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages