2023 Form 5500 filing — Refrigeration Supplies Distributor Defined Contribution Retirement Plan & Trust

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 20241007154555NAL0016357601001) for Refrigeration Supplies Distributor Defined Contribution Retirement Plan & Trust, reported by Rsd - Total Control under EIN 95-1262130 and plan number 001. It reports 695 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$75MReported net assets$75,001,355
Participants695
Provider compensation$9.9K2 Schedule C row(s)$9,879
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007154555NAL0016357601001
Plan sponsor
Rsd - Total Control
EIN
95-1262130
Plan number
001
Location
Lake Forest, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$75M total assets
Net assets$75MLiabilities$0
Money in vs. money out
Total income / additions$17.3M
Total expenses$5.2M
Benefits paid / distributions$5.2M
Contributions
Employer$1.1M
Participant$3.6M
Full reported line items
Total assets (EOY)
$75,001,355
Total liabilities (EOY)
$0
Net assets (EOY)
$75,001,355
Employer contributions
$1,091,948
Participant contributions
$3,605,671
Total income / additions
$17,315,547
Benefits paid
$5,197,643
Administrative expenses
$9,879
Total expenses
$5,249,977
Net increase / (decrease)
$12,065,570
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $34.8K
  2. 2
    RECORDKEEPER · Direct -$24.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007154555NAL0016357601001 cover?
It is the 2023 Form 5500 filing for Refrigeration Supplies Distributor Defined Contribution Retirement Plan & Trust, reported by Rsd - Total Control (EIN 95-1262130).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages