2023 Form 5500 filing — Rick Engineering Company Profit Sharing Plan And Trust
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 20250207124715NAL0013793217001) for Rick Engineering Company Profit Sharing Plan And Trust, reported by Rick Engineering Company under EIN 95-1859899 and plan number 004. It reports 362 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)$12.3MReported net assets$12,338,777
Participants362
Provider compensation$25.3K1 Schedule C row(s)$25,346
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250207124715NAL0013793217001
- Plan sponsor
- Rick Engineering Company
- EIN
- 95-1859899
- Plan number
- 004
- Location
- San Diego, CA
- 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)$12.4M total assets
Net assets$12.3MLiabilities$12.4K
Full reported line items
- Total assets (EOY)
- $12,351,128
- Total liabilities (EOY)
- $12,351
- Net assets (EOY)
- $12,338,777
- Employer contributions
- $400,000
- Total income / additions
- $1,169,812
- Benefits paid
- $300,115
- Administrative expenses
- $25,346
- Total expenses
- $325,461
- Net increase / (decrease)
- $844,351
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Custody Solutions | TRUSTEE | $25,346 | $0 |