2023 Form 5500 filing — Ram Partners, LLC 401(K) 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 20241009154845NAL0019571009001) for Ram Partners, LLC 401(K) Retirement Savings Plan, reported by Ram Partners, LLC under EIN 58-2658504 and plan number 001. It reports 1,095 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009154845NAL0019571009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ram Partners, LLC
- EIN
- 58-2658504
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 1,095
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,394,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,394,070
- Employer contributions
- $1,073,921
- Participant contributions
- $3,111,461
- Total income / additions
- $7,214,532
- Benefits paid
- $1,775,823
- Administrative expenses
- $82,503
- Total expenses
- $1,949,585
- Net increase / (decrease)
- $5,264,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ballew Advisors | ADVISOR | $56,057 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $26,446 | $0 |