Riggs Distler & Company, Inc. Retirement Plan — Form 5500 plan (Riggs Distler & Company, 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, Riggs Distler & Company, Inc. Retirement Plan is a benefit plan reported by Riggs Distler & Company, Inc. under EIN 52-0294020 and plan number 003. The latest loaded filing year is 2023. The filing reports 475 participants and $44,127,365 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Riggs Distler & Company, Inc.
EIN
52-0294020
Plan number
003
Plan type
2
Location
Cherry Hill, NJ
Latest filing year
2023
Participants
475
End-of-year plan assets
$44,127,365

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023475H, C20241010142206NAL0021224753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,127,365
Total liabilities (EOY)
$0
Net assets (EOY)
$44,127,365
Net assets (BOY)
$35,091,364

Income & contributions

Employer contributions
$3,405,475
Participant contributions
$2,530,391
Total contributions
$6,102,701
Total income / additions
$13,022,928

Expenses & distributions

Benefits paid
$3,897,708
Administrative expenses
$26,378
Total expenses
$3,986,927
Net increase / (decrease)
$9,036,001

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$26,360$02023

Related Form 5500 pages