La Mesa Rv Center, Inc. Employees 401(K) Retirement Plan — Form 5500 plan (La Mesa Rv Center, 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, La Mesa Rv Center, Inc. Employees 401(K) Retirement Plan is a benefit plan reported by La Mesa Rv Center, Inc. under EIN 95-2781974 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,765 participants and $30,329,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- La Mesa Rv Center, Inc.
- EIN
- 95-2781974
- Plan number
- 003
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,765
- End-of-year plan assets
- $30,329,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,765 | H, C | 20241016163157NAL0061861346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,329,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,329,410
- Net assets (BOY)
- $25,797,632
Income & contributions
- Participant contributions
- $4,738,508
- Total contributions
- $5,057,197
- Total income / additions
- $8,849,820
Expenses & distributions
- Benefits paid
- $4,079,725
- Administrative expenses
- $234,678
- Total expenses
- $4,318,042
- Net increase / (decrease)
- $4,531,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,523 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $83,121 | $455 | 2023 |
| Pkf San Diego Llp | ACCOUNTANT | $14,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for La Mesa Rv Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Pkf San Diego Llp — Schedule C compensation