Rick Engineering 401(K) Retirement Savings Plan — 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 401(K) Retirement Savings Plan is a benefit plan reported by Rick Engineering Company under EIN 95-1859899 and plan number 005. The latest loaded filing year is 2023. The filing reports 486 participants and $54,182,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rick Engineering Company
- EIN
- 95-1859899
- Plan number
- 005
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 486
- End-of-year plan assets
- $54,182,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20241010194205NAL0020778561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,182,534
- Net assets (EOY)
- $54,182,534
- Net assets (BOY)
- $43,645,000
Income & contributions
- Employer contributions
- $1,031,029
- Participant contributions
- $3,358,827
- Total contributions
- $4,515,233
- Total income / additions
- $12,612,520
Expenses & distributions
- Benefits paid
- $1,905,236
- Administrative expenses
- $160,479
- Total expenses
- $2,074,986
- Net increase / (decrease)
- $10,537,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $100,854 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $36,984 | $0 | 2023 |
| Ascensus | CONSULTING | $19,140 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $2 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rick Engineering Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Nfp Retirement Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Ascensus — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation
- National Financial Services — Schedule C compensation