Rapattoni Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Rapattoni Corporation)

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, Rapattoni Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Rapattoni Corporation under EIN 95-2660655 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $8,525,792 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rapattoni Corporation
EIN
95-2660655
Plan number
001
Plan type
2
Location
Westlake Village, CA
Latest filing year
2023
Participants
118
End-of-year plan assets
$8,525,792

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20241007101230NAL0015019377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,525,792
Net assets (EOY)
$8,525,792
Net assets (BOY)
$7,851,094

Income & contributions

Participant contributions
$465,741
Total contributions
$508,787
Total income / additions
$1,732,258

Expenses & distributions

Benefits paid
$940,392
Administrative expenses
$117,168
Total expenses
$1,057,560
Net increase / (decrease)
$674,698

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$40,426$02023
Bank Of America NaINVESTMENT ADVISORY$38,374not reported in the loaded dataset2023

Related Form 5500 pages