Original filing (PDF)20251003104049NAL0003231858001

R & G EQUIPMENT LEASING, LLC

Name: R & G EQUIPMENT LEASING, LLC — R & G EQUIPMENT LEASING, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: R & G EQUIPMENT LEASING, LLC

Form 5500-SF

FILING_RECEIVED

R & G EQUIPMENT LEASING, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R & G EQUIPMENT LEASING, LLC.

Plan sponsor

Name

R & G EQUIPMENT LEASING, LLC

EIN

85-3953737

Address

20701 N. SCOTTSDALE RD,STE. 107-446 · SCOTTSDALE, AZ · 85255

Phone

(602) 402-7736

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

NIPPON AUTO LEASING, INC.

NIPPON AUTO LEASING, INC. 401(K) PLAN

$239K · 3 participants

CUABS OF NORTH CAROLINA, LLC

CUABS RETIREMENT PLAN

$248K · 75 participants

BESPOKE MOTOR GROUP LLC

BESPOKE MOTOR GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$224K · 32 participants

ACPS AUTOMOTIVE INC

ACPS AUTOMOTIVE INC 401(K) PROFIT SHARING PLAN & TRUST

$223K · 10 participants

SLOCAL, INC.

SLOCAL, INC. 401(K) PROFIT SHARING PLAN

$222K · 7 participants