Rightline Equipment, Inc. 401(K) Plan — Form 5500 plan (Rightline Equipment, 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, Rightline Equipment, Inc. 401(K) Plan is a benefit plan reported by Rightline Equipment, Inc. under EIN 93-0619730 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $11,586,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rightline Equipment, Inc.
- EIN
- 93-0619730
- Plan number
- 001
- Plan type
- 2
- Location
- Rainier, OR
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $11,586,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241015125601NAL0016436131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,586,099
- Total liabilities (EOY)
- $10,839
- Net assets (EOY)
- $11,575,260
- Net assets (BOY)
- $9,951,480
Income & contributions
- Employer contributions
- $405,180
- Participant contributions
- $888,974
- Total contributions
- $1,294,196
- Total income / additions
- $2,922,804
Expenses & distributions
- Benefits paid
- $1,283,263
- Administrative expenses
- $5,000
- Total expenses
- $1,299,024
- Net increase / (decrease)
- $1,623,780
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arbor Point Advisors | SERVICE PROVIDER | $0 | $23,281 | 2023 |
| Investment Design Management LLC | SERVICE PROVIDER | $0 | $16,967 | 2023 |
| Pension Plan Specialists, Pc | TPA | $4,050 | $4,923 | 2023 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $950 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rightline Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Rainier, OR
- Arbor Point Advisors — Schedule C compensation
- Investment Design Management LLC — Schedule C compensation
- Pension Plan Specialists, Pc — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation