Rural Community Assistance Corporation Dc Retirement Plan — Form 5500 plan (Rural Community Assistance Corporation)
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, Rural Community Assistance Corporation Dc Retirement Plan is a benefit plan reported by Rural Community Assistance Corporation under EIN 94-2512284 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $27,309,871 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rural Community Assistance Corporation
- EIN
- 94-2512284
- Plan number
- 001
- Plan type
- 2
- Location
- West Sacramento, CA
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $27,309,871
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241011133407NAL0022842145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,309,871
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,309,871
- Net assets (BOY)
- $25,052,864
Income & contributions
- Employer contributions
- $599,357
- Participant contributions
- $1,145,523
- Total contributions
- $1,865,978
- Total income / additions
- $5,344,513
Expenses & distributions
- Benefits paid
- $3,038,892
- Administrative expenses
- $18,190
- Total expenses
- $3,087,506
- Net increase / (decrease)
- $2,257,007
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $28,886 | $0 | 2023 |
| Raymond James Financial Services | ADVISOR | $6,250 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors, LLC | ADVISOR | $3,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rural Community Assistance Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Sacramento, CA
- Tiaa — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Concurrent Investment Advisors, LLC — Schedule C compensation