Rhf Investments, Inc. 401(K) Savings Plan — Form 5500 plan (Rhf Investments, 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, Rhf Investments, Inc. 401(K) Savings Plan is a benefit plan reported by Rhf Investments, Inc. under EIN 46-2232330 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,853 participants and $46,929,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rhf Investments, Inc.
- EIN
- 46-2232330
- Plan number
- 001
- Plan type
- 2
- Location
- Hickory, NC
- Latest filing year
- 2023
- Participants
- 1,853
- End-of-year plan assets
- $46,929,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,853 | H, C | 20240910111108NAL0002937555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,929,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,929,260
- Net assets (BOY)
- $43,121,027
Income & contributions
- Employer contributions
- $944,812
- Participant contributions
- $3,135,603
- Total contributions
- $5,001,285
- Total income / additions
- $10,936,604
Expenses & distributions
- Benefits paid
- $6,809,327
- Administrative expenses
- $212,274
- Total expenses
- $7,128,371
- Net increase / (decrease)
- $3,808,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $154,874 | $8,249 | 2023 |
| Lpl Financial | CONSULTANT | $21,500 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | CONSULTANT | $21,500 | not reported in the loaded dataset | 2023 |
| Smith Leonard Pllc | ACCOUNTANT | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rhf Investments, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Hickory, NC
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Smith Leonard Pllc — Schedule C compensation