Rich Fuidge Bordsen & Galyean Inc 401k Profit Sharing Plan And Trust — Form 5500 plan (Rich Fuidge Bordsen & Galyean 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, Rich Fuidge Bordsen & Galyean Inc 401k Profit Sharing Plan And Trust is a benefit plan reported by Rich Fuidge Bordsen & Galyean Inc under EIN 94-2165520 and plan number 001. The latest loaded filing year is 2023. The filing reports 22 participants and $5,977,580 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6MPlan net assets, end of year$5,977,203
Participants22Covered participants reported
Assets / participant$271.7KComputed: assets ÷ participants$271,708 (computed)
Provider compensationNone reported
Plan sponsor
Rich Fuidge Bordsen & Galyean Inc
EIN
94-2165520
Plan number
001
Plan type
2
Location
Marysville, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202322I20240412192225NAL0001958307001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities$377
Money in vs. money out
Total income / additions$970.6K
Total expenses$197.2K
Benefits paid / distributions$151.8K
Contributions
Employer$50K
Participant$90.4K
Full reported line items

Net assets

Total assets (EOY)
$5,977,580
Total liabilities (EOY)
$377
Net assets (EOY)
$5,977,203
Net assets (BOY)
$5,203,866

Income & contributions

Employer contributions
$50,000
Participant contributions
$90,441
Total income / additions
$970,573

Expenses & distributions

Benefits paid
$151,808
Administrative expenses
$45,428
Total expenses
$197,236
Net increase / (decrease)
$773,337
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income16%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages