How many benefit plans does Raulli & Sons, Inc. report on Form 5500?

Raulli & Sons, Inc. (EIN 15-0616714) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Raulli & Sons, Inc.?

The Employer Identification Number (EIN) reported for Raulli & Sons, Inc. is 15-0616714.

What is the latest Form 5500 filing year for Raulli & Sons, Inc.?

The latest loaded Form 5500 filing year for Raulli & Sons, Inc. is 2023.

Raulli & Sons, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Raulli & Sons, Inc. (EIN 15-0616714) is a plan sponsor located in Syracuse, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 15-0616714
Location: Syracuse, NY
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $30,319,563
Total reported liabilities (EOY): $1,786,524
Total reported net assets (EOY): $28,533,039

Contributions & income

Employer contributions: $638,187
Participant contributions: $762,123
Total income / additions: $6,106,023

Expenses & distributions

Benefits paid / distributions: $4,795,107
Total expenses: $4,933,569
Net increase / (decrease): $1,172,454

Coverage

Total reported participants: 383
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Raulli & Sons, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Raulli & Sons, Inc. The Employees' Profit Sharing & Retirement Plan	001	114	$23,106,296	2023
Raulli & Sons, Inc. Employee Stock Ownership Plan	002	162	$7,213,267	2023
Raulli Benefit Plan	501	107	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Raulli & Sons, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Raulli & Sons, Inc. Employee Stock Ownership Plan	162	H	20240912125037NAL0014707536001
2023	Raulli Benefit Plan	107	—	20241010070816NAL0020615953001
2023	Raulli & Sons, Inc. The Employees' Profit Sharing & Retirement Plan	114	H, C	20241015083519NAL0047051968001