2023 Form 5500 filing — Rich Fuidge Bordsen & Galyean Inc 401k Profit Sharing Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240412192225NAL0001958307001) for Rich Fuidge Bordsen & Galyean Inc 401k Profit Sharing Plan And Trust, reported by Rich Fuidge Bordsen & Galyean Inc under EIN 94-2165520 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$5,977,203
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240412192225NAL0001958307001
Plan sponsor
Rich Fuidge Bordsen & Galyean Inc
EIN
94-2165520
Plan number
001
Location
Marysville, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities$377
Money in vs. money out
Total income / additions$970.6K
Total expenses$197.2K
Benefits paid / distributions$151.8K
Contributions
Employer$50K
Participant$90.4K
Full reported line items
Total assets (EOY)
$5,977,580
Total liabilities (EOY)
$377
Net assets (EOY)
$5,977,203
Employer contributions
$50,000
Participant contributions
$90,441
Total income / additions
$970,573
Benefits paid
$151,808
Administrative expenses
$45,428
Total expenses
$197,236
Net increase / (decrease)
$773,337

Related Form 5500 pages