2023 Form 5500 filing — Rightline Equipment, Inc. 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 20241015125601NAL0016436131001) for Rightline Equipment, Inc. 401(K) Plan, reported by Rightline Equipment, Inc. under EIN 93-0619730 and plan number 001. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125601NAL0016436131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rightline Equipment, Inc.
- EIN
- 93-0619730
- Plan number
- 001
- Location
- Rainier, OR
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,586,099
- Total liabilities (EOY)
- $10,839
- Net assets (EOY)
- $11,575,260
- Employer contributions
- $405,180
- Participant contributions
- $888,974
- Total income / additions
- $2,922,804
- Benefits paid
- $1,283,263
- Administrative expenses
- $5,000
- Total expenses
- $1,299,024
- Net increase / (decrease)
- $1,623,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arbor Point Advisors | SERVICE PROVIDER | $0 | $23,281 |
| Investment Design Management LLC | SERVICE PROVIDER | $0 | $16,967 |
| Pension Plan Specialists, Pc | TPA | $4,050 | $4,923 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $950 | $0 |