Rp Automotive Ii Retirement Savings Plan — Form 5500 plan (Rp Automotive Ii, Inc.)

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, Rp Automotive Ii Retirement Savings Plan is a benefit plan reported by Rp Automotive Ii, Inc. under EIN 26-2643749 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $6,616,959 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rp Automotive Ii, Inc.
EIN
26-2643749
Plan number
001
Plan type
2
Location
Downey, CA
Latest filing year
2023
Participants
261
End-of-year plan assets
$6,616,959

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20240718100940NAL0008909232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,616,959
Total liabilities (EOY)
$0
Net assets (EOY)
$6,616,959
Net assets (BOY)
$5,042,803

Income & contributions

Participant contributions
$961,873
Total contributions
$1,022,981
Total income / additions
$1,867,079

Expenses & distributions

Benefits paid
$242,484
Administrative expenses
$50,439
Total expenses
$292,923
Net increase / (decrease)
$1,574,156

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$37,134$02023
ForvisACCOUNTANT$14,000not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages