2023 Form 5500 filing — Rancho Research Institute 401(K) Retirement Plan
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 20240723111908NAL0006563843001) for Rancho Research Institute 401(K) Retirement Plan, reported by Rancho Research Institute under EIN 95-1911180 and plan number 002. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723111908NAL0006563843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rancho Research Institute
- EIN
- 95-1911180
- Plan number
- 002
- Location
- Downey, CA
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,924,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,924,747
- Employer contributions
- $347,561
- Participant contributions
- $405,519
- Total income / additions
- $3,405,069
- Benefits paid
- $1,059,727
- Administrative expenses
- $26,654
- Total expenses
- $1,146,102
- Net increase / (decrease)
- $2,258,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | RECORD KEEPER | $26,654 | $0 |
| Dodge & Cox | NONE | $0 | $0 |