Riverside Research Institute Tax-Sheltered Retirement Income Plan — Form 5500 plan (Riverside Research Institute)
Plain-English plan 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, Riverside Research Institute Tax-Sheltered Retirement Income Plan is a benefit plan reported by Riverside Research Institute under EIN 13-2593244 and plan number 002. The latest loaded filing year is 2023. The filing reports 0 participants and $97,629,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riverside Research Institute
- EIN
- 13-2593244
- Plan number
- 002
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $97,629,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241009132534NAL0009254851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,629,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,629,813
- Net assets (BOY)
- $83,680,849
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $7,093,747
- Total contributions
- $8,648,602
- Total income / additions
- $22,264,213
Expenses & distributions
- Benefits paid
- $8,190,811
- Administrative expenses
- $121,703
- Total expenses
- $8,315,249
- Net increase / (decrease)
- $13,948,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | NONE | $86,704 | $0 | 2023 |
| Riverside Research Institute | NONE | $34,698 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riverside Research Institute
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Riverside Research Institute — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation