Rescue Agency Public Benefit, LLC 401(K) Plan — Form 5500 plan (Rescue Agency Public Benefit, 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, Rescue Agency Public Benefit, LLC 401(K) Plan is a benefit plan reported by Rescue Agency Public Benefit, LLC under EIN 47-1335192 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $10,286,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rescue Agency Public Benefit, LLC
- EIN
- 47-1335192
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $10,286,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20240925104451NAL0014574977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,286,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,286,487
- Net assets (BOY)
- $7,114,058
Income & contributions
- Employer contributions
- $514,216
- Participant contributions
- $1,389,695
- Total contributions
- $2,191,515
- Total income / additions
- $3,643,128
Expenses & distributions
- Benefits paid
- $452,996
- Administrative expenses
- $17,703
- Total expenses
- $470,699
- Net increase / (decrease)
- $3,172,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services L | INVESTMENT ADVISORY | $0 | $34,146 | 2023 |
| Lavine, Lofgren, Morris & Engelberg | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits And Insurance Service | THIRD PARTY ADMINISTRATO | $0 | $3,963 | 2023 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $3,701 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rescue Agency Public Benefit, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Cbiz Investment Advisory Services L — Schedule C compensation
- Lavine, Lofgren, Morris & Engelberg — Schedule C compensation
- Cbiz Benefits And Insurance Service — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation