2023 Form 5500 filing — Raymond Of New Jersey LLC Employee Retirement & Savings 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 20240923133235NAL0006663699001) for Raymond Of New Jersey LLC Employee Retirement & Savings Plan, reported by Raymond Of New Jersey LLC under EIN 22-3660795 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240923133235NAL0006663699001
Filing year
2023
Form type
2
Plan sponsor
Raymond Of New Jersey LLC
EIN
22-3660795
Plan number
001
Location
Union, NJ
Participants
186
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,212,450
Total liabilities (EOY)
$0
Net assets (EOY)
$11,212,450
Employer contributions
$183,970
Participant contributions
$751,265
Total income / additions
$2,670,616
Benefits paid
$624,182
Administrative expenses
$44,528
Total expenses
$709,487
Net increase / (decrease)
$1,961,129
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$25,744$0
Onedigital Investment AdvisorsINVESTMENT ADVISORY$18,784not reported in the loaded dataset
Workplace Benefits, Inc.OTHER SERVICES$0$11,283

Related Form 5500 pages