2023 Form 5500 filing — Rand Worldwide 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 20241011115108NAL0044189538001) for Rand Worldwide 401(K) Plan, reported by Rand Worldwide Subsidiary, Inc. under EIN 52-2023997 and plan number 001. It reports 505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115108NAL0044189538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rand Worldwide Subsidiary, Inc.
- EIN
- 52-2023997
- Plan number
- 001
- Location
- Owings Mills, MD
- Participants
- 505
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,461,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,461,252
- Employer contributions
- $1,946,710
- Participant contributions
- $4,652,210
- Total income / additions
- $18,437,924
- Benefits paid
- $6,249,799
- Administrative expenses
- $8,803
- Total expenses
- $6,269,463
- Net increase / (decrease)
- $12,168,461
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $14,297 | not reported in the loaded dataset |