2023 Form 5500 filing — Rincon Consultants, Inc. 401(K) And Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240613162817NAL0016535251001) for Rincon Consultants, Inc. 401(K) And Profit Sharing Plan, reported by Rincon Consultants, Inc. under EIN 77-0390093 and plan number 002. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240613162817NAL0016535251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rincon Consultants, Inc.
- EIN
- 77-0390093
- Plan number
- 002
- Location
- Ventura, CA
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,448,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,448,201
- Employer contributions
- $1,307,342
- Participant contributions
- $3,814,112
- Total income / additions
- $10,906,115
- Benefits paid
- $2,028,548
- Administrative expenses
- $14,865
- Total expenses
- $2,043,413
- Net increase / (decrease)
- $8,862,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,492 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $6,448 | not reported in the loaded dataset |