Riverside Technology, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Riverside Technology, 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, Riverside Technology, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Riverside Technology, Inc. under EIN 84-0979061 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $9,094,173 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Riverside Technology, Inc.
EIN
84-0979061
Plan number
001
Plan type
2
Location
Loveland, CO
Latest filing year
2023
Participants
168
End-of-year plan assets
$9,094,173

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241210122132NAL0010189889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,094,173
Total liabilities (EOY)
$0
Net assets (EOY)
$9,094,173
Net assets (BOY)
$7,793,050

Income & contributions

Employer contributions
$214,293
Participant contributions
$614,563
Total contributions
$1,045,776
Total income / additions
$2,465,086

Expenses & distributions

Benefits paid
$1,123,158
Administrative expenses
$40,805
Total expenses
$1,163,963
Net increase / (decrease)
$1,301,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchRIA$18,840not reported in the loaded dataset2023
John Hancock Life InsRECORDKEEPER$1,118$02023

Related Form 5500 pages