Rancho Research Institute 401(K) Retirement Plan — Form 5500 plan (Rancho Research Institute)
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, Rancho Research Institute 401(K) Retirement Plan is a benefit plan reported by Rancho Research Institute under EIN 95-1911180 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $13,924,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rancho Research Institute
- EIN
- 95-1911180
- Plan number
- 002
- Plan type
- 2
- Location
- Downey, CA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $13,924,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20240723111908NAL0006563843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,924,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,924,747
- Net assets (BOY)
- $11,665,780
Income & contributions
- Employer contributions
- $347,561
- Participant contributions
- $405,519
- Total contributions
- $753,080
- Total income / additions
- $3,405,069
Expenses & distributions
- Benefits paid
- $1,059,727
- Administrative expenses
- $26,654
- Total expenses
- $1,146,102
- Net increase / (decrease)
- $2,258,967
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | RECORD KEEPER | $26,654 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |