Retirement Income Security Plan-Low Va Rates, LLC — Form 5500 plan (Low Va Rates, 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, Retirement Income Security Plan-Low Va Rates, LLC is a benefit plan reported by Low Va Rates, LLC under EIN 46-3435079 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $1,830,294 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Low Va Rates, LLC
EIN
46-3435079
Plan number
001
Plan type
2
Location
Lindon, UT
Latest filing year
2023
Participants
173
End-of-year plan assets
$1,830,294

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241014172502NAL0026829009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,830,294
Net assets (EOY)
$1,830,294
Net assets (BOY)
$1,821,220

Income & contributions

Employer contributions
$81,019
Participant contributions
$136,038
Total contributions
$224,260
Total income / additions
$527,269

Expenses & distributions

Benefits paid
$495,235
Administrative expenses
$22,960
Total expenses
$518,195
Net increase / (decrease)
$9,074

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Norden GroupNONE$9,631not reported in the loaded dataset2023
Ameritas Life Insurance CorpNONE$5,015not reported in the loaded dataset2023
Matrix Trust CompanyNONE$413$02023

Related Form 5500 pages