2023 Form 5500 filing — Radley Imports, Inc. 401(K) Profit Sharing 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 20241008110431NAL0028399760001) for Radley Imports, Inc. 401(K) Profit Sharing Plan, reported by Radley Imports Incorporated under EIN 54-1100686 and plan number 002. It reports 477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110431NAL0028399760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Radley Imports Incorporated
- EIN
- 54-1100686
- Plan number
- 002
- Location
- Woodbridge, VA
- Participants
- 477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,071,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,071,523
- Participant contributions
- $1,241,712
- Total income / additions
- $3,479,381
- Benefits paid
- $825,951
- Administrative expenses
- $17,581
- Total expenses
- $843,532
- Net increase / (decrease)
- $2,635,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth, Inc. | OTHER SERVICES | $0 | $27,742 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,581 | $0 |
| Burdette Smith & Bish LLC | ACCOUNTANT | $0 | $7,038 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |