Royston, Rayzor, Vickery & Williams Savings Plan For Partners And Staff — Form 5500 plan (Royston, Rayzor, Vickery & Williams, Llp)
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, Royston, Rayzor, Vickery & Williams Savings Plan For Partners And Staff is a benefit plan reported by Royston, Rayzor, Vickery & Williams, Llp under EIN 74-1196579 and plan number 003. The latest loaded filing year is 2023. The filing reports 148 participants and $20,690,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royston, Rayzor, Vickery & Williams, Llp
- EIN
- 74-1196579
- Plan number
- 003
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $20,690,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20250131113318NAL0003863520001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,690,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,690,073
- Net assets (BOY)
- $21,600,987
Income & contributions
- Employer contributions
- $575,984
- Participant contributions
- $411,076
- Total contributions
- $987,060
- Total income / additions
- $4,089,916
Expenses & distributions
- Benefits paid
- $4,942,922
- Administrative expenses
- $57,908
- Total expenses
- $5,000,830
- Net increase / (decrease)
- -$910,914
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | RECORDKEEPER | $27,975 | $0 | 2023 |
| M.E. Allison & Co., Inc. | INVESTMENT ADVISOR | $18,349 | not reported in the loaded dataset | 2023 |
| Frost Bank | NONE | $11,585 | not reported in the loaded dataset | 2023 |
| Mscs Fin Services Div Of Broadridge | NONE | $0 | $0 | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Royston, Rayzor, Vickery & Williams, Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Oneamerica Retirement Services, LLC — Schedule C compensation
- M.E. Allison & Co., Inc. — Schedule C compensation
- Frost Bank — Schedule C compensation
- Mscs Fin Services Div Of Broadridge — Schedule C compensation
- Matrix Trust Company — Schedule C compensation