2023 Form 5500 filing — Rlh Fire Protection 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 20250304200317NAL0015251170001) for Rlh Fire Protection 401(K) Profit Sharing Plan, reported by Rlh Fire Protection under EIN 77-0535230 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250304200317NAL0015251170001
Filing year
2023
Form type
2
Plan sponsor
Rlh Fire Protection
EIN
77-0535230
Plan number
001
Location
Bakersfield, CA
Participants
215
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,194,221
Total liabilities (EOY)
$0
Net assets (EOY)
$11,194,221
Employer contributions
$308,980
Participant contributions
$693,067
Total income / additions
$2,483,913
Benefits paid
$1,604,061
Administrative expenses
$59,222
Total expenses
$1,663,283
Net increase / (decrease)
$820,630
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$59,222$0
Pensionmark Securities LLCBROKER/ADVISER$0$34,882

Related Form 5500 pages