Rlh Fire Protection 401(K) Profit Sharing Plan — Form 5500 plan (Rlh Fire Protection)
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, Rlh Fire Protection 401(K) Profit Sharing Plan is a benefit plan reported by Rlh Fire Protection under EIN 77-0535230 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $11,194,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rlh Fire Protection
- EIN
- 77-0535230
- Plan number
- 001
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $11,194,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20250304200317NAL0015251170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,194,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,194,221
- Net assets (BOY)
- $10,373,591
Income & contributions
- Employer contributions
- $308,980
- Participant contributions
- $693,067
- Total contributions
- $1,121,387
- Total income / additions
- $2,483,913
Expenses & distributions
- Benefits paid
- $1,604,061
- Administrative expenses
- $59,222
- Total expenses
- $1,663,283
- Net increase / (decrease)
- $820,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $59,222 | $0 | 2023 |
| Pensionmark Securities LLC | BROKER/ADVISER | $0 | $34,882 | 2023 |