Rw Investment Management 401(K) Plan — Form 5500 plan (Rw Investment Management, 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, Rw Investment Management 401(K) Plan is a benefit plan reported by Rw Investment Management, LLC under EIN 47-1056022 and plan number 001. The latest loaded filing year is 2023. The filing reports 20 participants and $6,606,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rw Investment Management, LLC
- EIN
- 47-1056022
- Plan number
- 001
- Plan type
- 2
- Location
- Eagle, ID
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $6,606,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20240723152323NAL0007437619001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,606,439
- Net assets (EOY)
- $6,606,439
- Net assets (BOY)
- $5,040,326
Income & contributions
- Employer contributions
- $317,759
- Participant contributions
- $250,224
- Total income / additions
- $1,586,483
Expenses & distributions
- Benefits paid
- $20,170
- Administrative expenses
- $200
- Total expenses
- $20,370
- Net increase / (decrease)
- $1,566,113
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.