Rba Custom Windows 401(K) Plan — Form 5500 plan (Garden State Custom Windows, LLC)
Plain-English plan 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, Rba Custom Windows 401(K) Plan is a benefit plan reported by Garden State Custom Windows, LLC under EIN 13-4223118 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,000 participants and $21,281,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garden State Custom Windows, LLC
- EIN
- 13-4223118
- Plan number
- 001
- Plan type
- 2
- Location
- Cranford, NJ
- Latest filing year
- 2023
- Participants
- 1,000
- End-of-year plan assets
- $21,281,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,000 | H, C | 20241004123202NAL0022691218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,281,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,281,047
- Net assets (BOY)
- $14,295,473
Income & contributions
- Employer contributions
- $583,943
- Participant contributions
- $5,945,637
- Total contributions
- $6,982,091
- Total income / additions
- $9,916,886
Expenses & distributions
- Benefits paid
- $2,789,299
- Administrative expenses
- $79,601
- Total expenses
- $2,931,312
- Net increase / (decrease)
- $6,985,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $50,229 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services LLC | ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,372 | not reported in the loaded dataset | 2023 |
| Abbey E. Blatt | ACCOUNTANT/AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Garden State Custom Windows, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Cranford, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Abbey E. Blatt — Schedule C compensation