2023 Form 5500 filing — R & B Wholesale Dist Inc. 401(K) 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 20241013094238NAL0050253826001) for R & B Wholesale Dist Inc. 401(K) Profit Sharing Plan, reported by R & B Wholesale Distributors Inc under EIN 95-3355162 and plan number 002. It reports 189 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)$13.1MReported net assets$13,058,536
Participants189
Provider compensation$27.2K3 Schedule C row(s)$27,219
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013094238NAL0050253826001
- Plan sponsor
- R & B Wholesale Distributors Inc
- EIN
- 95-3355162
- Plan number
- 002
- Location
- Ontario, CA
- Received date
- not reported in the loaded dataset
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)$13.1M total assets
Net assets$13.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,058,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,058,536
- Employer contributions
- $397,827
- Participant contributions
- $811,906
- Total income / additions
- $2,859,342
- Benefits paid
- $605,998
- Administrative expenses
- $27,220
- Total expenses
- $634,601
- Net increase / (decrease)
- $2,224,741
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Planners Fncl Svcs Of Americ | INVESTMENT/FINANCIAL ADVI | $24,989 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,230 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |