Plan5500

Rhode Island Distributing Company 401(K) Profit Sharing Plan — Form 5500 plan (Rhode Island Distributing Company, LLC)

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, Rhode Island Distributing Company 401(K) Profit Sharing Plan is a benefit plan reported by Rhode Island Distributing Company, LLC under EIN 26-0266853 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,226 participants and $119,286,207 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$119.3MPlan net assets, end of year$119,286,207
Participants1.2KCovered participants reported1,226
Assets / participant$97.3KComputed: assets ÷ participants$97,297 (computed)
Provider compensation$301.3K2 Schedule C provider row(s)$301,307
Plan sponsor
Rhode Island Distributing Company, LLC
EIN
26-0266853
Plan number
333
Plan type
2
Location
West Greenwich, RI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,226 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$119.3M total assets
Net assets$119.3MLiabilities$0
Money in vs. money out
Total income / additions$22.5M
Total expenses$8.4M
Benefits paid / distributions$8.2M
Contributions
Employer$1.3M
Participant$4.9M
Full reported line items

Net assets

Total assets (EOY)
$119,286,207
Total liabilities (EOY)
$0
Net assets (EOY)
$119,286,207
Net assets (BOY)
$94,320,495

Income & contributions

Employer contributions
$1,347,143
Participant contributions
$4,942,971
Total contributions
$6,791,483
Total income / additions
$22,515,125

Expenses & distributions

Benefits paid
$8,188,065
Administrative expenses
$189,721
Total expenses
$8,391,990
Net increase / (decrease)
$14,123,135
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$189.7K
    CONTRACT ADMINISTRATOR · Direct $189.7K · Indirect $0
  2. 2
    Morgan Stanley Fbo Advisory Fee Bil$111.6K
    INVESTMENT ADVISORY · Direct $0 · Indirect $111.6K

What to inspect next

Frequently asked questions

Who sponsors the Rhode Island Distributing Company 401(K) Profit Sharing Plan?
Rhode Island Distributing Company 401(K) Profit Sharing Plan is reported as sponsored by Rhode Island Distributing Company, LLC (EIN 26-0266853, plan number 333) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rhode Island Distributing Company 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Rhode Island Distributing Company 401(K) Profit Sharing Plan is 2023.
How many participants does Rhode Island Distributing Company 401(K) Profit Sharing Plan report?
Rhode Island Distributing Company 401(K) Profit Sharing Plan reports 1,226 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Rhode Island Distributing Company 401(K) Profit Sharing Plan?
Rhode Island Distributing Company 401(K) Profit Sharing Plan reports $119,286,207 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages