2023 Form 5500 filing — Rv Direct Dba Johnson Rv Sales 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 20241231154345NAL0009199651001) for Rv Direct Dba Johnson Rv Sales 401(K) Plan, reported by R.V. Direct, LLC Dba Johnson R.V. Sales under EIN 93-1239828 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241231154345NAL0009199651001
Filing year
2023
Form type
2
Plan sponsor
R.V. Direct, LLC Dba Johnson R.V. Sales
EIN
93-1239828
Plan number
001
Location
Sandy, OR
Participants
272
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,392,821
Total liabilities (EOY)
$0
Net assets (EOY)
$5,392,821
Employer contributions
$321,617
Participant contributions
$564,625
Total income / additions
$1,749,287
Benefits paid
$830,188
Administrative expenses
$71,019
Total expenses
$917,918
Net increase / (decrease)
$831,369
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
NationwideRECORDKEEPER$38,917$0
Lpl Financial LLC-RpcpINVESTMENT ADVISOR$21,419not reported in the loaded dataset
Farmer & BettsTPA$7,887not reported in the loaded dataset
Iron-Co-Fid-ComprehensiveNONE$2,142not reported in the loaded dataset
Nationwide Life Insurance CompanyRECORDKEEPER$428not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$226$0

Related Form 5500 pages