Rincon Research Corporation Money Purchase Pension 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 Money Purchase Pension Plan is a benefit plan reported by Rincon Research Corporation under EIN 86-0465180 and plan number 004. The latest loaded filing year is 2023. The filing reports 417 participants and $125,484,332 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
- 004
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $125,484,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20241014112243NAL0027140897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,484,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,484,332
- Net assets (BOY)
- $113,201,071
Income & contributions
- Employer contributions
- $4,821,727
- Total contributions
- $4,821,727
- Total income / additions
- $16,309,893
Expenses & distributions
- Benefits paid
- $3,984,947
- Administrative expenses
- $41,685
- Total expenses
- $4,026,632
- Net increase / (decrease)
- $12,283,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mra Associates Usa LLC | INVESTMENT ADVISOR | $41,474 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | BROKER | $210 | not reported in the loaded dataset | 2023 |