Norcal Rental Group 401(K) Plan — Form 5500 plan (Norcal Rental Group LLC)
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, Norcal Rental Group 401(K) Plan is a benefit plan reported by Norcal Rental Group LLC under EIN 94-3263537 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $19,338,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norcal Rental Group LLC
- EIN
- 94-3263537
- Plan number
- 001
- Plan type
- 2
- Location
- Livermore, CA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $19,338,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241015163146NAL0030351201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,338,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,338,381
- Net assets (BOY)
- $15,402,753
Income & contributions
- Employer contributions
- $378,505
- Participant contributions
- $1,178,150
- Total contributions
- $1,722,176
- Total income / additions
- $4,642,565
Expenses & distributions
- Benefits paid
- $662,041
- Administrative expenses
- $44,250
- Total expenses
- $706,937
- Net increase / (decrease)
- $3,935,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services | BROKER / ADVISER | $0 | $41,924 | 2023 |
| Empower Retirement Advisory Service | INVESTMENT MGMT | $23,639 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,527 | $0 | 2023 |
| California Retirement Plans, Inc. | TPA | $6,084 | $5,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norcal Rental Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Livermore, CA
- Kestra Investment Services — Schedule C compensation
- Empower Retirement Advisory Service — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- California Retirement Plans, Inc. — Schedule C compensation