2023 Form 5500 filing — R & B Wholesale Dist Inc. 401(K) 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 20241013094238NAL0050253826001) for R & B Wholesale Dist Inc. 401(K) Profit Sharing Plan, reported by R & B Wholesale Distributors Inc under EIN 95-3355162 and plan number 002. It reports 189 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)$13.1MReported net assets$13,058,536
Participants189
Provider compensation$27.2K3 Schedule C row(s)$27,219
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013094238NAL0050253826001
Plan sponsor
R & B Wholesale Distributors Inc
EIN
95-3355162
Plan number
002
Location
Ontario, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$634.6K
Benefits paid / distributions$606K
Contributions
Employer$397.8K
Participant$811.9K
Full reported line items
Total assets (EOY)
$13,058,536
Total liabilities (EOY)
$0
Net assets (EOY)
$13,058,536
Employer contributions
$397,827
Participant contributions
$811,906
Total income / additions
$2,859,342
Benefits paid
$605,998
Administrative expenses
$27,220
Total expenses
$634,601
Net increase / (decrease)
$2,224,741
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $25K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $2.2K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013094238NAL0050253826001 cover?
It is the 2023 Form 5500 filing for R & B Wholesale Dist Inc. 401(K) Profit Sharing Plan, reported by R & B Wholesale Distributors Inc (EIN 95-3355162).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages