Rick Engineering Company Profit Sharing Plan And Trust — Form 5500 plan (Rick Engineering Company)
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, Rick Engineering Company Profit Sharing Plan And Trust is a benefit plan reported by Rick Engineering Company under EIN 95-1859899 and plan number 004. The latest loaded filing year is 2023. The filing reports 362 participants and $12,351,128 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.3MPlan net assets, end of year$12,338,777
Participants362Covered participants reported
Assets / participant$34.1KComputed: assets ÷ participants$34,119 (computed)
Provider compensation$25.3K1 Schedule C provider row(s)$25,346
- Plan sponsor
- Rick Engineering Company
- EIN
- 95-1859899
- Plan number
- 004
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20250207124715NAL0013793217001 |
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)$12.4M total assets
Net assets$12.3MLiabilities$12.4K
Full reported line items
Net assets
- Total assets (EOY)
- $12,351,128
- Total liabilities (EOY)
- $12,351
- Net assets (EOY)
- $12,338,777
- Net assets (BOY)
- $11,494,426
Income & contributions
- Employer contributions
- $400,000
- Total contributions
- $400,000
- Total income / additions
- $1,169,812
Expenses & distributions
- Benefits paid
- $300,115
- Administrative expenses
- $25,346
- Total expenses
- $325,461
- Net increase / (decrease)
- $844,351
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 assets3%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Custody Solutions | TRUSTEE | $25,346 | $0 | 2023 |