Plan5500

Rdc-S111, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Rdc-S111, 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, Rdc-S111, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Rdc-S111, Inc. under EIN 95-3384842 and plan number 002. The latest loaded filing year is 2023. The filing reports 244 participants and $16,116,916 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rdc-S111, Inc.
EIN
95-3384842
Plan number
002
Plan type
2
Location
Long Beach, CA
Latest filing year
2023
Participants
244
End-of-year plan assets
$16,116,916

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20240903163551NAL0010668195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,116,916
Total liabilities (EOY)
$0
Net assets (EOY)
$16,116,916
Net assets (BOY)
$12,457,111

Income & contributions

Employer contributions
$193,074
Participant contributions
$1,251,701
Total contributions
$1,498,459
Total income / additions
$3,942,847

Expenses & distributions

Benefits paid
$231,676
Administrative expenses
$51,366
Total expenses
$283,042
Net increase / (decrease)
$3,659,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$29,542$21,3382023
Sageview Advisory Group LLCINVESTMENT ADVISOR$20,000not reported in the loaded dataset2023
Latitude Service CompanyINVESTMENT ADVISOR$1,825$3,8582023

Related Form 5500 pages