2023 Form 5500 filing — Rincon Research Corporation Money Purchase Pension 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 20241014112243NAL0027140897001) for Rincon Research Corporation Money Purchase Pension Plan, reported by Rincon Research Corporation under EIN 86-0465180 and plan number 004. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112243NAL0027140897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rincon Research Corporation
- EIN
- 86-0465180
- Plan number
- 004
- Location
- Tucson, AZ
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,484,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,484,332
- Employer contributions
- $4,821,727
- Total income / additions
- $16,309,893
- Benefits paid
- $3,984,947
- Administrative expenses
- $41,685
- Total expenses
- $4,026,632
- Net increase / (decrease)
- $12,283,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mra Associates Usa LLC | INVESTMENT ADVISOR | $41,474 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | BROKER | $210 | not reported in the loaded dataset |