2023 Form 5500 filing — Ringler Management Services, Inc. Employees' 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 20250512200647NAL0017458993001) for Ringler Management Services, Inc. Employees' Profit Sharing Plan, reported by Ringler Management Services, Inc. under EIN 95-3862316 and plan number 005. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250512200647NAL0017458993001
Filing year
2023
Form type
3
Plan sponsor
Ringler Management Services, Inc.
EIN
95-3862316
Plan number
005
Location
Newport Beach, CA
Participants
165
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$28,897,682
Total liabilities (EOY)
$0
Net assets (EOY)
$28,897,682
Employer contributions
$994,846
Participant contributions
$1,254,498
Total income / additions
$6,140,747
Benefits paid
$1,067,817
Administrative expenses
$123,140
Total expenses
$1,198,529
Net increase / (decrease)
$4,942,218
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins Co Of AmericaRECORDKEEPER$93,911$0
Nfp Retirement Inc.INVESTMENT ADVISOR$46,200not reported in the loaded dataset
United Retirement IncOTHER$0$9,360

Related Form 5500 pages