Rinker Design 401(K) Plan — Form 5500 plan (Rinker Design Associates, P. C.)
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, Rinker Design 401(K) Plan is a benefit plan reported by Rinker Design Associates, P. C. under EIN 54-1191817 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $25,358,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rinker Design Associates, P. C.
- EIN
- 54-1191817
- Plan number
- 002
- Plan type
- 2
- Location
- Manassas, VA
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $25,358,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20240917111502NAL0002703937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,358,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,358,913
- Net assets (BOY)
- $21,120,420
Income & contributions
- Employer contributions
- $488,341
- Participant contributions
- $1,317,481
- Total contributions
- $1,933,957
- Total income / additions
- $5,865,795
Expenses & distributions
- Benefits paid
- $1,564,670
- Administrative expenses
- $61,713
- Total expenses
- $1,627,302
- Net increase / (decrease)
- $4,238,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,713 | $0 | 2023 |
| New York Life Securities | OTHER SERVICES | $0 | $6,044 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rinker Design Associates, P. C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Manassas, VA
- Principal Life Insurance Company — Schedule C compensation
- New York Life Securities — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation