Original filing (PDF)20240718105514NAL0009440480001

RICHARD BANVILLE, LLC

Name: RICHARD BANVILLE, LLC — RICHARD BANVILLE 401(K) PLAN, Form 5500 (2023)
Creator: RICHARD BANVILLE, LLC

Form 5500-SF

FILING_RECEIVED

RICHARD BANVILLE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$465K

Net assets (EOY)

$465K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD BANVILLE, LLC.

Plan sponsor

Name

RICHARD BANVILLE, LLC

EIN

51-0602077all filings

Address

404 SUZANNE DR. · SPRING HILL, FL · 34607

Phone

(352) 835-7405

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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