West Point 401k Plan — Form 5500 plan (River Oaks L-M, Inc. Dba West Point)
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, West Point 401k Plan is a benefit plan reported by River Oaks L-M, Inc. Dba West Point under EIN 76-0005639 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- River Oaks L-M, Inc. Dba West Point
- EIN
- 76-0005639
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20240905091111NAL0021361953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $7,954,295
Income & contributions
- Employer contributions
- $44,684
- Participant contributions
- $446,845
- Total contributions
- $491,529
- Total income / additions
- $1,873,516
Expenses & distributions
- Benefits paid
- $2,015,805
- Administrative expenses
- $6,552
- Total expenses
- $2,022,357
- Net increase / (decrease)
- -$148,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $25,167 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $4,952 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $1,600 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for River Oaks L-M, Inc. Dba West Point
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Raymond James Financial Services Ad — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation