2023 Form 5500 filing — Rci 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 20250217091913NAL0001688881001) for Rci 401(K) Plan, reported by Rotolo Consultants, Inc. under EIN 72-1285520 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250217091913NAL0001688881001
Filing year
2023
Form type
2
Plan sponsor
Rotolo Consultants, Inc.
EIN
72-1285520
Plan number
001
Location
Slidell, LA
Participants
212
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,722,296
Total liabilities (EOY)
$0
Net assets (EOY)
$8,722,296
Employer contributions
$423,379
Participant contributions
$618,649
Total income / additions
$2,436,022
Benefits paid
$367,862
Administrative expenses
$74,752
Total expenses
$442,614
Net increase / (decrease)
$1,993,408
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Financial LifeRECORDKEEPER$5,543$0
Merrill Lynch Life Agency, Inc.INVESTMENT ADVISORY$4,762not reported in the loaded dataset

Related Form 5500 pages