2023 Form 5500 filing — Ricondo & Associates 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 20240927145856NAL0003913024001) for Ricondo & Associates 401(K) Plan, reported by Ricondo & Associates, Inc. under EIN 36-3663903 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927145856NAL0003913024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ricondo & Associates, Inc.
- EIN
- 36-3663903
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,087,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,087,695
- Employer contributions
- $1,199,765
- Participant contributions
- $2,409,278
- Total income / additions
- $11,541,917
- Benefits paid
- $1,045,150
- Administrative expenses
- $77,749
- Total expenses
- $1,122,899
- Net increase / (decrease)
- $10,419,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $30,801 | $0 |
| Ubs Financial Services | INVESTMENT/FINANCIAL ADV | $30,000 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $15,409 | not reported in the loaded dataset |
| Nixon Peabody Llp | ATTORNEY/LEGAL | $1,539 | not reported in the loaded dataset |
| Matrix Trust Company | TRUSTEE | $0 | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llp | TRUSTEE | $0 | $0 |