Rix Industries 401(K) Profit Sharing Plan — Form 5500 plan (Rix Industries)
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, Rix Industries 401(K) Profit Sharing Plan is a benefit plan reported by Rix Industries under EIN 94-1635911 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $26,004,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rix Industries
- EIN
- 94-1635911
- Plan number
- 001
- Plan type
- 2
- Location
- Benicia, CA
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $26,004,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241002173350NAL0005069587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,004,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,004,860
- Net assets (BOY)
- $18,832,151
Income & contributions
- Employer contributions
- $525,147
- Participant contributions
- $1,487,584
- Total contributions
- $3,104,105
- Total income / additions
- $7,886,757
Expenses & distributions
- Benefits paid
- $613,566
- Administrative expenses
- $100,482
- Total expenses
- $714,048
- Net increase / (decrease)
- $7,172,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Management, LLC | NONE | $84,385 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $7,800 | $0 | 2023 |