Rincon Research Corporation 401(K) Plan — Form 5500 plan (Rincon Research 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, Rincon Research Corporation 401(K) Plan is a benefit plan reported by Rincon Research Corporation under EIN 86-0465180 and plan number 002. The latest loaded filing year is 2023. The filing reports 452 participants and $142,201,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rincon Research Corporation
- EIN
- 86-0465180
- Plan number
- 002
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $142,201,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20241007105010NAL0027260320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,201,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,201,011
- Net assets (BOY)
- $116,361,183
Income & contributions
- Employer contributions
- $3,988,735
- Participant contributions
- $4,661,894
- Total contributions
- $9,585,196
- Total income / additions
- $31,997,889
Expenses & distributions
- Benefits paid
- $6,068,767
- Administrative expenses
- $89,294
- Total expenses
- $6,158,061
- Net increase / (decrease)
- $25,839,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $55,144 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $34,149 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $110 | $0 | 2023 |