2023 Form 5500 filing — Rancho West Landscape, Inc. Employee Stock Ownership 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 20250113204804NAL0030910384001) for Rancho West Landscape, Inc. Employee Stock Ownership Plan, reported by Rancho West Landscape, Inc. under EIN 33-0965095 and plan number 002. It reports 164 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)$4.1MReported net assets$4,078,955
Participants164
Provider compensation$10K1 Schedule C row(s)$9,958
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250113204804NAL0030910384001
Plan sponsor
Rancho West Landscape, Inc.
EIN
33-0965095
Plan number
002
Location
Murrieta, 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)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$57.2K
Benefits paid / distributions$47.2K
Contributions
Employer$580.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,078,955
Total liabilities (EOY)
$0
Net assets (EOY)
$4,078,955
Employer contributions
$580,528
Total income / additions
$1,202,201
Benefits paid
$47,195
Administrative expenses
$9,958
Total expenses
$57,153
Net increase / (decrease)
$1,145,048

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Davies Financial Advisors, Inc.NONE$9,958not reported in the loaded dataset

Related Form 5500 pages