2023 Form 5500 filing — Rick Engineering 401(K) Retirement Savings 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 20241010194205NAL0020778561001) for Rick Engineering 401(K) Retirement Savings Plan, reported by Rick Engineering Company under EIN 95-1859899 and plan number 005. It reports 486 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010194205NAL0020778561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rick Engineering Company
- EIN
- 95-1859899
- Plan number
- 005
- Location
- San Diego, CA
- Participants
- 486
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,182,534
- Net assets (EOY)
- $54,182,534
- Employer contributions
- $1,031,029
- Participant contributions
- $3,358,827
- Total income / additions
- $12,612,520
- Benefits paid
- $1,905,236
- Administrative expenses
- $160,479
- Total expenses
- $2,074,986
- Net increase / (decrease)
- $10,537,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $100,854 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $36,984 | $0 |
| Ascensus | CONSULTING | $19,140 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $2 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |