2023 Form 5500 filing — Rba Custom Windows 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 20241004123202NAL0022691218001) for Rba Custom Windows 401(K) Plan, reported by Garden State Custom Windows, LLC under EIN 13-4223118 and plan number 001. It reports 1,000 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004123202NAL0022691218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Garden State Custom Windows, LLC
- EIN
- 13-4223118
- Plan number
- 001
- Location
- Cranford, NJ
- Participants
- 1,000
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,281,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,281,047
- Employer contributions
- $583,943
- Participant contributions
- $5,945,637
- Total income / additions
- $9,916,886
- Benefits paid
- $2,789,299
- Administrative expenses
- $79,601
- Total expenses
- $2,931,312
- Net increase / (decrease)
- $6,985,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $50,229 | not reported in the loaded dataset |
| Kestra Investment Services LLC | ADVISOR | $15,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,372 | not reported in the loaded dataset |
| Abbey E. Blatt | ACCOUNTANT/AUDITOR | $6,000 | not reported in the loaded dataset |