Rancho West Landscape, Inc. Employee Stock Ownership Plan — Form 5500 plan (Rancho West Landscape, Inc.)

Plain-English plan 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, Rancho West Landscape, Inc. Employee Stock Ownership Plan is a benefit plan reported by Rancho West Landscape, Inc. under EIN 33-0965095 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $4,078,955 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,078,955
Participants164Covered participants reported
Assets / participant$24.9KComputed: assets ÷ participants$24,872 (computed)
Provider compensation$10K1 Schedule C provider row(s)$9,958
Plan sponsor
Rancho West Landscape, Inc.
EIN
33-0965095
Plan number
002
Plan type
2
Location
Murrieta, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20250113204804NAL0030910384001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$57.2K
Benefits paid / distributions$47.2K
Contributions
Employer$580.5K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,078,955
Total liabilities (EOY)
$0
Net assets (EOY)
$4,078,955
Net assets (BOY)
$2,933,907

Income & contributions

Employer contributions
$580,528
Total contributions
$580,528
Total income / additions
$1,202,201

Expenses & distributions

Benefits paid
$47,195
Administrative expenses
$9,958
Total expenses
$57,153
Net increase / (decrease)
$1,145,048
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Davies Financial Advisors, Inc.NONE$9,958not reported in the loaded dataset2023

Related Form 5500 pages