Riviera Golf & Tennis, Inc. 401k Plan And Trust — Form 5500 plan (Riviera Golf & Tennis, 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, Riviera Golf & Tennis, Inc. 401k Plan And Trust is a benefit plan reported by Riviera Golf & Tennis, Inc under EIN 95-4853172 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $9,425,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riviera Golf & Tennis, Inc
- EIN
- 95-4853172
- Plan number
- 001
- Plan type
- 2
- Location
- Pacific Palisades, CA
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $9,425,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20240912110500NAL0014020512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,425,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,425,618
- Net assets (BOY)
- $8,831,972
Income & contributions
- Employer contributions
- $260,827
- Participant contributions
- $416,140
- Total contributions
- $855,013
- Total income / additions
- $2,014,215
Expenses & distributions
- Benefits paid
- $1,367,923
- Administrative expenses
- $50,938
- Total expenses
- $1,420,569
- Net increase / (decrease)
- $593,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $20,965 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,255 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,718 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riviera Golf & Tennis, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pacific Palisades, CA
- Sageview Advisory Group, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation