2023 Form 5500 filing — Ragan Smith Associates, Inc. Restated Profit Sharing 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 20240826105055NAL0009620865001) for Ragan Smith Associates, Inc. Restated Profit Sharing 401(K) Plan, reported by Ragan Smith Associates, Inc. under EIN 62-0730065 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826105055NAL0009620865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ragan Smith Associates, Inc.
- EIN
- 62-0730065
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,972,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,972,678
- Employer contributions
- $1,153,201
- Participant contributions
- $1,123,669
- Total income / additions
- $5,172,526
- Benefits paid
- $483,872
- Administrative expenses
- $76,493
- Total expenses
- $560,365
- Net increase / (decrease)
- $4,612,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | RIA, IA | $26,122 | not reported in the loaded dataset |
| Trustcore Financial Services | RIA, IA | $16,848 | not reported in the loaded dataset |