Rizzieri Management Co., Inc. Employees' 401(K) Plan — Form 5500 plan (Rizzieri Management Co., Inc.)

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, Rizzieri Management Co., Inc. Employees' 401(K) Plan is a benefit plan reported by Rizzieri Management Co., Inc. under EIN 22-3266937 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $7,048,120 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rizzieri Management Co., Inc.
EIN
22-3266937
Plan number
001
Plan type
2
Location
Mount Laurel, NJ
Latest filing year
2023
Participants
200
End-of-year plan assets
$7,048,120

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20240927140055NAL0002188097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,048,120
Total liabilities (EOY)
$0
Net assets (EOY)
$7,048,120
Net assets (BOY)
$5,578,351

Income & contributions

Participant contributions
$319,569
Total contributions
$319,569
Total income / additions
$1,533,592

Expenses & distributions

Benefits paid
$38,385
Administrative expenses
$25,438
Total expenses
$63,823
Net increase / (decrease)
$1,469,769

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fsc Securities CorpBROKER OF RECORD$0$27,3342023
Lincoln National CorporationCONTRACT ADMINISTRATOR$25,438$02023

Related Form 5500 pages