2023 Form 5500 filing — Rural Community Assistance Corporation Dc 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 20241011133407NAL0022842145001) for Rural Community Assistance Corporation Dc Retirement Plan, reported by Rural Community Assistance Corporation under EIN 94-2512284 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133407NAL0022842145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rural Community Assistance Corporation
- EIN
- 94-2512284
- Plan number
- 001
- Location
- West Sacramento, CA
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,309,871
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,309,871
- Employer contributions
- $599,357
- Participant contributions
- $1,145,523
- Total income / additions
- $5,344,513
- Benefits paid
- $3,038,892
- Administrative expenses
- $18,190
- Total expenses
- $3,087,506
- Net increase / (decrease)
- $2,257,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $28,886 | $0 |
| Raymond James Financial Services | ADVISOR | $6,250 | not reported in the loaded dataset |
| Concurrent Investment Advisors, LLC | ADVISOR | $3,750 | not reported in the loaded dataset |