Rancho Health Mso, Inc. 401(K) Plan — Form 5500 plan (Rancho Health Mso, 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 Health Mso, Inc. 401(K) Plan is a benefit plan reported by Rancho Health Mso, Inc. under EIN 85-3977600 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $22,178,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rancho Health Mso, Inc.
EIN
85-3977600
Plan number
001
Plan type
2
Location
Temecula, CA
Latest filing year
2023
Participants
505
End-of-year plan assets
$22,178,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023505H, C20241104184108NAL0004256627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,178,157
Total liabilities (EOY)
$0
Net assets (EOY)
$22,178,157
Net assets (BOY)
$17,714,212

Income & contributions

Employer contributions
$1,246,360
Participant contributions
$2,235,667
Total contributions
$4,081,656
Total income / additions
$7,965,570

Expenses & distributions

Benefits paid
$3,361,105
Administrative expenses
$139,483
Total expenses
$3,501,625
Net increase / (decrease)
$4,463,945

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$62,272$02023
Lpl Financial Corporation RpcpINVESTMENT/FINANCIAL ADVI$45,890$02023
Cambridge Investment Research, Inc.INVESTMENT/FINANCIAL ADVI$30,795$02023

Related Form 5500 pages