2023 Form 5500 filing — Rancho Pacific Electric, Inc. 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 20241015172145NAL0015162211001) for Rancho Pacific Electric, Inc. 401(K) Plan, reported by Rancho Pacific Electric Construction, Inc. under EIN 83-1849288 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172145NAL0015162211001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Rancho Pacific Electric Construction, Inc.
- EIN
- 83-1849288
- Plan number
- 001
- Location
- Rancho Cucamonga, CA
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,070,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,070,638
- Employer contributions
- $3,587,553
- Participant contributions
- $348,362
- Total income / additions
- $6,806,409
- Benefits paid
- $1,436,387
- Administrative expenses
- $69,476
- Total expenses
- $1,639,671
- Net increase / (decrease)
- $5,166,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Securities | INVESTMENT ADVISOR | $63,889 | $0 |