2023 Form 5500 filing — Rfc Logo Retirement Income 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 20250512120703NAL0012657731001) for Rfc Logo Retirement Income Plan, reported by Rfc Logo, Inc. under EIN 43-1901689 and plan number 002. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250512120703NAL0012657731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rfc Logo, Inc.
- EIN
- 43-1901689
- Plan number
- 002
- Location
- Greenwood Village, CO
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,638,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,638,299
- Employer contributions
- $819,691
- Total income / additions
- $1,561,069
- Benefits paid
- $865,940
- Administrative expenses
- $220,936
- Total expenses
- $1,086,876
- Net increase / (decrease)
- $474,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| City National Rochdale | INV. ADVISORY | $25,975 | not reported in the loaded dataset |
| Sevenbridge | NONE | $25,539 | not reported in the loaded dataset |
| American Trust | NONE | $23,700 | not reported in the loaded dataset |