Richsmith Development, LLC 401(K) Retirement Plan — Form 5500 plan (Richsmith Development, LLC)
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, Richsmith Development, LLC 401(K) Retirement Plan is a benefit plan reported by Richsmith Development, LLC under EIN 95-4894253 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $5,589,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richsmith Development, LLC
- EIN
- 95-4894253
- Plan number
- 001
- Plan type
- 2
- Location
- North Little Rock, AR
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $5,589,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20241015151834NAL0016729907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,589,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,589,629
- Net assets (BOY)
- $4,512,655
Income & contributions
- Employer contributions
- $115,404
- Participant contributions
- $293,739
- Total contributions
- $409,143
- Total income / additions
- $1,267,434
Expenses & distributions
- Benefits paid
- $141,120
- Administrative expenses
- $38,761
- Total expenses
- $190,460
- Net increase / (decrease)
- $1,076,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stephens Group Asset Management LLC | INVESTMENT ADVISOR | $18,814 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,271 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,611 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $966 | not reported in the loaded dataset | 2023 |
| Avantax Investment Services Inc Dba | INVESTMENT ADVISOR | $99 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Richsmith Development, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in North Little Rock, AR
- Stephens Group Asset Management LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Avantax Investment Services Inc Dba — Schedule C compensation