Riley Sales, Inc. Employee Benefit Plan — Form 5500 plan (Riley Sales, 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, Riley Sales, Inc. Employee Benefit Plan is a benefit plan reported by Riley Sales, Inc. under EIN 23-1696148 and plan number 501. The latest loaded filing year is 2023. The filing reports 61 participants and $25,561 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Riley Sales, Inc.
EIN
23-1696148
Plan number
501
Plan type
2
Location
Plymouth Meeting, PA
Latest filing year
2023
Participants
61
End-of-year plan assets
$25,561

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202361I, C20240904120033NAL0036369040001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$25,561
Total liabilities (EOY)
$215,485
Net assets (EOY)
-$189,924
Net assets (BOY)
$84,453

Income & contributions

Employer contributions
$619,658
Participant contributions
$190,102
Total income / additions
$811,613

Expenses & distributions

Benefits paid
$685,189
Administrative expenses
$15,852
Total expenses
$1,085,990
Net increase / (decrease)
-$274,377

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Villanova Health Agency LLCBROKER$32,754not reported in the loaded dataset2023
Independence Administrators (Ia)BROKER$17,081not reported in the loaded dataset2023
The Benecon GroupBROKER$11,726not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,843not reported in the loaded dataset2023
Onedigital (Kop)BROKER$47not reported in the loaded dataset2023

Related Form 5500 pages