Rivercap Holdings, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Rivercap Holdings, 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, Rivercap Holdings, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Rivercap Holdings, LLC under EIN 47-1706405 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $1,130,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rivercap Holdings, LLC
- EIN
- 47-1706405
- Plan number
- 001
- Plan type
- 2
- Location
- Rocky River, OH
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $1,130,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20251014135113NAL0004146800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,130,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,130,180
- Net assets (BOY)
- $1,575,349
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $111,181
- Total contributions
- $111,181
- Total income / additions
- $378,871
Expenses & distributions
- Benefits paid
- $241,029
- Administrative expenses
- $61,124
- Total expenses
- $302,153
- Net increase / (decrease)
- $76,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zabarsky & Associates, LLC | THIRD PARTY ADMINISTRATO | $28,675 | $0 | 2023 |
| Hobe & Lucas Certified Accountants | PLAN AUDITOR | $12,000 | $0 | 2023 |
| Raymond James Financial Services | FINANCIAL ADVISOR | $11,862 | $0 | 2023 |
| American Funds | RECORDKEEPER | $8,678 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rivercap Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Rocky River, OH
- Zabarsky & Associates, LLC — Schedule C compensation
- Hobe & Lucas Certified Accountants — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- American Funds — Schedule C compensation