R & B Wholesale Dist Inc. 401(K) Profit Sharing Plan — Form 5500 plan (R & B Wholesale Distributors 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, R & B Wholesale Dist Inc. 401(K) Profit Sharing Plan is a benefit plan reported by R & B Wholesale Distributors Inc under EIN 95-3355162 and plan number 002. The latest loaded filing year is 2023. The filing reports 189 participants and $13,058,536 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.1MPlan net assets, end of year$13,058,536
Participants189Covered participants reported
Assets / participant$69.1KComputed: assets ÷ participants$69,093 (computed)
Provider compensation$27.2K3 Schedule C provider row(s)$27,219
- Plan sponsor
- R & B Wholesale Distributors Inc
- EIN
- 95-3355162
- Plan number
- 002
- Plan type
- 2
- Location
- Ontario, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241013094238NAL0050253826001 |
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)$13.1M total assets
Net assets$13.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,058,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,058,536
- Net assets (BOY)
- $10,833,795
Income & contributions
- Employer contributions
- $397,827
- Participant contributions
- $811,906
- Total contributions
- $1,209,733
- Total income / additions
- $2,859,342
Expenses & distributions
- Benefits paid
- $605,998
- Administrative expenses
- $27,220
- Total expenses
- $634,601
- Net increase / (decrease)
- $2,224,741
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.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Planners Fncl Svcs Of Americ | INVESTMENT/FINANCIAL ADVI | $24,989 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,230 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |