2023 Form 5500 filing — William Raveis Employees Savings & Retirement
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 20241014165319NAL0015325843001) for William Raveis Employees Savings & Retirement, reported by William Raveis Real Estate, Inc. under EIN 06-1160140 and plan number 001. It reports 609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165319NAL0015325843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Raveis Real Estate, Inc.
- EIN
- 06-1160140
- Plan number
- 001
- Location
- Shelton, CT
- Participants
- 609
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,747,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,747,764
- Participant contributions
- $2,373,436
- Total income / additions
- $7,334,574
- Benefits paid
- $2,494,544
- Administrative expenses
- $102,758
- Total expenses
- $2,597,302
- Net increase / (decrease)
- $4,737,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $60,705 | $0 |
| M Holdings Securities | FINANCIAL ADVISOR | $56,691 | not reported in the loaded dataset |
| Pasi, LLC | THIRD PARTY ADMIN. | $8,170 | not reported in the loaded dataset |