Renfrow Brothers Inc. 401(K) Plan — Form 5500 plan (Renfrow Brothers, 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, Renfrow Brothers Inc. 401(K) Plan is a benefit plan reported by Renfrow Brothers, Inc. under EIN 57-0970448 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $6,685,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Renfrow Brothers, Inc.
- EIN
- 57-0970448
- Plan number
- 001
- Plan type
- 2
- Location
- Spartanburg, SC
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $6,685,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241212143601NAL0019344128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,685,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,685,478
- Net assets (BOY)
- $4,940,643
Income & contributions
- Employer contributions
- $482,840
- Participant contributions
- $701,423
- Total contributions
- $1,184,263
- Total income / additions
- $1,926,480
Expenses & distributions
- Benefits paid
- $106,920
- Administrative expenses
- $39,674
- Total expenses
- $181,645
- Net increase / (decrease)
- $1,744,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $36,153 | $0 | 2023 |
| Northwestern Mutual Investment Svcs | BROKER/ADVISOR | $0 | $12,818 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $2,739 | not reported in the loaded dataset | 2023 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $1,691 | not reported in the loaded dataset | 2023 |
| Stringer Resource Group | CONTRACT ADMIN | $1,170 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Renfrow Brothers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Spartanburg, SC
- Great-West Life & Annuity Insurance — Schedule C compensation
- Northwestern Mutual Investment Svcs — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Advised Assets Group, LLC — Schedule C compensation
- Stringer Resource Group — Schedule C compensation