Renfro Charleston, LLC Defined Benefit Pension Plan — Form 5500 plan (Renfro Corporation)
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, Renfro Charleston, LLC Defined Benefit Pension Plan is a benefit plan reported by Renfro Corporation under EIN 56-0375140 and plan number 004. The latest loaded filing year is 2023. The filing reports 828 participants and $8,001,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Renfro Corporation
- EIN
- 56-0375140
- Plan number
- 004
- Plan type
- 2
- Location
- Mount Airy, NC
- Latest filing year
- 2023
- Participants
- 828
- End-of-year plan assets
- $8,001,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 828 | H, C | 20241021152145NAL0003545426001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,001,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,001,734
- Net assets (BOY)
- $9,042,961
Income & contributions
- Employer contributions
- $487,343
- Total contributions
- $487,343
- Total income / additions
- $1,162,999
Expenses & distributions
- Benefits paid
- $1,892,001
- Administrative expenses
- $312,225
- Total expenses
- $2,204,226
- Net increase / (decrease)
- -$1,041,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Consulting Group | NONE | $69,825 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $38,359 | $1,046 | 2023 |
| Bank Of America | NONE | $15,911 | not reported in the loaded dataset | 2023 |
| Butler + Burke Llp | NONE | $7,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Renfro Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Mount Airy, NC
- Sageview Consulting Group — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Bank Of America — Schedule C compensation
- Butler + Burke Llp — Schedule C compensation