2023 Form 5500 filing — A. Raymond Corporate Na, Inc. 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 20241011083427NAL0036416800001) for A. Raymond Corporate Na, Inc. 401(K) Plan, reported by A. Raymond Corporate North America under EIN 27-1088874 and plan number 002. It reports 993 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083427NAL0036416800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A. Raymond Corporate North America
- EIN
- 27-1088874
- Plan number
- 002
- Location
- Rochester Hills, MI
- Participants
- 993
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,579,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,579,195
- Employer contributions
- $1,564,788
- Participant contributions
- $3,268,888
- Total income / additions
- $16,073,249
- Benefits paid
- $6,233,847
- Administrative expenses
- $107,319
- Total expenses
- $6,341,166
- Net increase / (decrease)
- $9,732,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $107,319 | $0 |
| Capital Asset Advisory Services | ADVISORY SERVICES | $0 | not reported in the loaded dataset |