2023 Form 5500 filing — La Mesa Rv Center, Inc. Employees 401(K) 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 20241016163157NAL0061861346001) for La Mesa Rv Center, Inc. Employees 401(K) Retirement Plan, reported by La Mesa Rv Center, Inc. under EIN 95-2781974 and plan number 003. It reports 1,765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241016163157NAL0061861346001
Filing year
2023
Form type
2
Plan sponsor
La Mesa Rv Center, Inc.
EIN
95-2781974
Plan number
003
Location
San Diego, CA
Participants
1,765
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$30,329,410
Total liabilities (EOY)
$0
Net assets (EOY)
$30,329,410
Participant contributions
$4,738,508
Total income / additions
$8,849,820
Benefits paid
$4,079,725
Administrative expenses
$234,678
Total expenses
$4,318,042
Net increase / (decrease)
$4,531,778
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$136,523$0
Merrill Lynch Pierce Fenner & SmithCONSULTANT$83,121$455
Pkf San Diego LlpACCOUNTANT$14,650not reported in the loaded dataset

Related Form 5500 pages