2023 Form 5500 filing — Royal Pacific Funding Corporation 401(K) 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 20241003124207NAL0010551921001) for Royal Pacific Funding Corporation 401(K) Profit Sharing Plan And Trust, reported by Royal Pacific Funding Corporation under EIN 51-0474304 and plan number 003. It reports 85 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003124207NAL0010551921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Royal Pacific Funding Corporation
- EIN
- 51-0474304
- Plan number
- 003
- Location
- Newport Beach, CA
- Participants
- 85
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,666,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,666,131
- Employer contributions
- $215,271
- Participant contributions
- $455,828
- Total income / additions
- $1,372,378
- Benefits paid
- $903,763
- Administrative expenses
- $22,395
- Total expenses
- $926,158
- Net increase / (decrease)
- $446,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,577 | $0 |
| Centaurus Financial Inc | ADVISOR | $9,597 | not reported in the loaded dataset |