2023 Form 5500 filing — Rcc Holdings Investment 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 20241014110020NAL0027099025001) for Rcc Holdings Investment Savings Plan, reported by Rcc Holdings, LLC Dba Primera under EIN 26-0176741 and plan number 002. It reports 376 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)$2.8MReported net assets$2,817,113
Participants376
Provider compensation$8501 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014110020NAL0027099025001
Plan sponsor
Rcc Holdings, LLC Dba Primera
EIN
26-0176741
Plan number
002
Location
Tempe, AZ
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$864.8K
Total expenses$260.6K
Benefits paid / distributions$223K
Contributions
Employer$80.1K
Participant$416.2K
Full reported line items
Total assets (EOY)
$2,817,113
Total liabilities (EOY)
$0
Net assets (EOY)
$2,817,113
Employer contributions
$80,067
Participant contributions
$416,215
Total income / additions
$864,820
Benefits paid
$223,018
Administrative expenses
$37,587
Total expenses
$260,605
Net increase / (decrease)
$604,215
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $850

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014110020NAL0027099025001 cover?
It is the 2023 Form 5500 filing for Rcc Holdings Investment Savings Plan, reported by Rcc Holdings, LLC Dba Primera (EIN 26-0176741).
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