Royal Pacific Funding Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Royal Pacific Funding Corporation)
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, Royal Pacific Funding Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Royal Pacific Funding Corporation under EIN 51-0474304 and plan number 003. The latest loaded filing year is 2023. The filing reports 85 participants and $4,666,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royal Pacific Funding Corporation
- EIN
- 51-0474304
- Plan number
- 003
- Plan type
- 2
- Location
- Newport Beach, CA
- Latest filing year
- 2023
- Participants
- 85
- End-of-year plan assets
- $4,666,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 85 | H, C | 20241003124207NAL0010551921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,666,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,666,131
- Net assets (BOY)
- $4,219,911
Income & contributions
- Employer contributions
- $215,271
- Participant contributions
- $455,828
- Total contributions
- $708,049
- Total income / additions
- $1,372,378
Expenses & distributions
- Benefits paid
- $903,763
- Administrative expenses
- $22,395
- Total expenses
- $926,158
- Net increase / (decrease)
- $446,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,577 | $0 | 2023 |
| Centaurus Financial Inc | ADVISOR | $9,597 | not reported in the loaded dataset | 2023 |