Rfmbg Lincolnshire LLC 401k Plan — Form 5500 plan (Rfmbg Lincolnshire 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, Rfmbg Lincolnshire LLC 401k Plan is a benefit plan reported by Rfmbg Lincolnshire LLC under EIN 37-1794875 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $3,122,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rfmbg Lincolnshire LLC
- EIN
- 37-1794875
- Plan number
- 001
- Plan type
- 2
- Location
- Mt Prospect, IL
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $3,122,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241014132552NAL0044635712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,122,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,122,764
- Net assets (BOY)
- $2,351,623
Income & contributions
- Employer contributions
- $122,520
- Participant contributions
- $424,131
- Total contributions
- $553,941
- Total income / additions
- $1,011,049
Expenses & distributions
- Benefits paid
- $221,155
- Administrative expenses
- $15,054
- Total expenses
- $239,908
- Net increase / (decrease)
- $771,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $13,017 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Alliance Bernstein | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rfmbg Lincolnshire LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Mt Prospect, IL
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Fidelity — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Pimco Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Alliance Bernstein — Schedule C compensation