Rinnai America Corporation 401(K) Plan — Form 5500 plan (Rinnai America 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, Rinnai America Corporation 401(K) Plan is a benefit plan reported by Rinnai America Corporation under EIN 95-2915596 and plan number 002. The latest loaded filing year is 2023. The filing reports 865 participants and $29,582,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rinnai America Corporation
- EIN
- 95-2915596
- Plan number
- 002
- Plan type
- 2
- Location
- Peachtree City, GA
- Latest filing year
- 2023
- Participants
- 865
- End-of-year plan assets
- $29,582,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 865 | H, C | 20241015120817NAL0057464722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,582,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,582,962
- Net assets (BOY)
- $25,616,563
Income & contributions
- Employer contributions
- $1,504,496
- Participant contributions
- $4,116,172
- Total contributions
- $6,246,500
- Total income / additions
- $10,829,976
Expenses & distributions
- Benefits paid
- $6,737,160
- Administrative expenses
- $126,417
- Total expenses
- $6,863,577
- Net increase / (decrease)
- $3,966,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $89,750 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $34,720 | $0 | 2023 |
| Erisa Services Inc | CONTRACT ADMINISTRATOR | $1,949 | $18,837 | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISORY | $0 | $16,501 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rinnai America Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Peachtree City, GA
- Principal Life Insurance Company — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Erisa Services Inc — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation