2023 Form 5500 filing — Richardson Industries, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240530080359NAL0006775203001) for Richardson Industries, Inc. 401(K) Plan, reported by Richardson Industries, Inc. under EIN 39-0760981 and plan number 003. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240530080359NAL0006775203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Richardson Industries, Inc.
- EIN
- 39-0760981
- Plan number
- 003
- Location
- Sheboygan Falls, WI
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,072,547
- Total liabilities (EOY)
- $6,716
- Net assets (EOY)
- $18,065,831
- Employer contributions
- $129,340
- Participant contributions
- $564,243
- Total income / additions
- $3,303,424
- Benefits paid
- $713,668
- Administrative expenses
- $15,193
- Total expenses
- $728,861
- Net increase / (decrease)
- $2,574,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services | SERVICE PROVIDER | $0 | $15,000 |
| Richardson Industries | SERVICE PROVIDER | $8,536 | not reported in the loaded dataset |
| Integrity Retirement Plan Services | THIRD PARTY ADMINISTRATOR | $0 | $8,118 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $1,945 | $0 |