Rancho West Landscape, Inc. Employee Stock Ownership Plan — Form 5500 plan (Rancho West Landscape, 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, Rancho West Landscape, Inc. Employee Stock Ownership Plan is a benefit plan reported by Rancho West Landscape, Inc. under EIN 33-0965095 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $4,078,955 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rancho West Landscape, Inc.
EIN
33-0965095
Plan number
002
Plan type
2
Location
Murrieta, CA
Latest filing year
2023
Participants
164
End-of-year plan assets
$4,078,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20250113204804NAL0030910384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,078,955
Total liabilities (EOY)
$0
Net assets (EOY)
$4,078,955
Net assets (BOY)
$2,933,907

Income & contributions

Employer contributions
$580,528
Total contributions
$580,528
Total income / additions
$1,202,201

Expenses & distributions

Benefits paid
$47,195
Administrative expenses
$9,958
Total expenses
$57,153
Net increase / (decrease)
$1,145,048

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Davies Financial Advisors, Inc.NONE$9,958not reported in the loaded dataset2023

Related Form 5500 pages