2023 Form 5500 filing — Rescue Agency Public Benefit, LLC 401(K) 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 20240925104451NAL0014574977001) for Rescue Agency Public Benefit, LLC 401(K) Plan, reported by Rescue Agency Public Benefit, LLC under EIN 47-1335192 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925104451NAL0014574977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rescue Agency Public Benefit, LLC
- EIN
- 47-1335192
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,286,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,286,487
- Employer contributions
- $514,216
- Participant contributions
- $1,389,695
- Total income / additions
- $3,643,128
- Benefits paid
- $452,996
- Administrative expenses
- $17,703
- Total expenses
- $470,699
- Net increase / (decrease)
- $3,172,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services L | INVESTMENT ADVISORY | $0 | $34,146 |
| Lavine, Lofgren, Morris & Engelberg | AUDITOR | $9,000 | not reported in the loaded dataset |
| Cbiz Benefits And Insurance Service | THIRD PARTY ADMINISTRATO | $0 | $3,963 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $3,701 | $0 |