2023 Form 5500 filing — Rba Custom Windows 401(K) 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 20241004123202NAL0022691218001) for Rba Custom Windows 401(K) Plan, reported by Garden State Custom Windows, LLC under EIN 13-4223118 and plan number 001. It reports 1,000 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.3MReported net assets$21,281,047
Participants1K1,000
Provider compensation$79.6K4 Schedule C row(s)$79,601
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004123202NAL0022691218001
- Plan sponsor
- Garden State Custom Windows, LLC
- EIN
- 13-4223118
- Plan number
- 001
- Location
- Cranford, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.3M total assets
Net assets$21.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,281,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,281,047
- Employer contributions
- $583,943
- Participant contributions
- $5,945,637
- Total income / additions
- $9,916,886
- Benefits paid
- $2,789,299
- Administrative expenses
- $79,601
- Total expenses
- $2,931,312
- Net increase / (decrease)
- $6,985,574
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $50,229 | not reported in the loaded dataset |
| Kestra Investment Services LLC | ADVISOR | $15,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,372 | not reported in the loaded dataset |
| Abbey E. Blatt | ACCOUNTANT/AUDITOR | $6,000 | not reported in the loaded dataset |