Rincon Consultants, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Rincon Consultants, 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, Rincon Consultants, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Rincon Consultants, Inc. under EIN 77-0390093 and plan number 002. The latest loaded filing year is 2023. The filing reports 444 participants and $32,448,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rincon Consultants, Inc.
EIN
77-0390093
Plan number
002
Plan type
2
Location
Ventura, CA
Latest filing year
2023
Participants
444
End-of-year plan assets
$32,448,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023444H, C20240613162817NAL0016535251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,448,201
Total liabilities (EOY)
$0
Net assets (EOY)
$32,448,201
Net assets (BOY)
$23,585,499

Income & contributions

Employer contributions
$1,307,342
Participant contributions
$3,814,112
Total contributions
$5,858,022
Total income / additions
$10,906,115

Expenses & distributions

Benefits paid
$2,028,548
Administrative expenses
$14,865
Total expenses
$2,043,413
Net increase / (decrease)
$8,862,702

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$8,492$02023
Strategic Advisors, Inc.ADVISOR$6,448not reported in the loaded dataset2023

Related Form 5500 pages