2023 Form 5500 filing — Rever Grand LLC 401(K) Profit Sharing Plan & Trust
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 20251217113748NAL0003789633001) for Rever Grand LLC 401(K) Profit Sharing Plan & Trust, reported by Rever Grand LLC under EIN 81-3727606 and plan number 001. It reports 1,855 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251217113748NAL0003789633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rever Grand LLC
- EIN
- 81-3727606
- Plan number
- 001
- Location
- Grants Pass, OR
- Participants
- 1,855
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,553,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,553,129
- Employer contributions
- $2,321,871
- Participant contributions
- $4,225,955
- Total income / additions
- $8,173,526
- Benefits paid
- $1,015,320
- Administrative expenses
- $225,827
- Total expenses
- $1,241,147
- Net increase / (decrease)
- $6,932,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $166,908 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $58,919 | not reported in the loaded dataset |