2023 Form 5500 filing — Norcal Rental Group 401(K) 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 20241015163146NAL0030351201001) for Norcal Rental Group 401(K) Plan, reported by Norcal Rental Group LLC under EIN 94-3263537 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163146NAL0030351201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norcal Rental Group LLC
- EIN
- 94-3263537
- Plan number
- 001
- Location
- Livermore, CA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,338,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,338,381
- Employer contributions
- $378,505
- Participant contributions
- $1,178,150
- Total income / additions
- $4,642,565
- Benefits paid
- $662,041
- Administrative expenses
- $44,250
- Total expenses
- $706,937
- Net increase / (decrease)
- $3,935,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services | BROKER / ADVISER | $0 | $41,924 |
| Empower Retirement Advisory Service | INVESTMENT MGMT | $23,639 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,527 | $0 |
| California Retirement Plans, Inc. | TPA | $6,084 | $5,000 |