2023 Form 5500 filing — R.D.M. Electric Co., Inc. Profit Sharing 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 20240924164314NAL0007611587001) for R.D.M. Electric Co., Inc. Profit Sharing Plan, reported by R.D.M. Electric Co., Inc. under EIN 95-4134154 and plan number 002. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924164314NAL0007611587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.D.M. Electric Co., Inc.
- EIN
- 95-4134154
- Plan number
- 002
- Location
- Ontario, CA
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,446,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,446,074
- Employer contributions
- $2,787,270
- Participant contributions
- $0
- Total income / additions
- $6,034,268
- Benefits paid
- $1,687,025
- Administrative expenses
- $91,375
- Total expenses
- $1,778,400
- Net increase / (decrease)
- $4,255,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles W. Mason & Associates, Inc. | ADVISOR | $56,116 | not reported in the loaded dataset |
| California Pension Admin | THIRD PARTY ADMIN | $24,424 | not reported in the loaded dataset |
| Mg Trust LLC & Mscs LLC | CUSTODIAN | $10,835 | not reported in the loaded dataset |