2023 Form 5500 filing — The Raymond Group 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 20241015094237NAL0027972961001) for The Raymond Group 401(K) Retirement Savings Plan, reported by The Raymond Group under EIN 33-0782809 and plan number 002. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094237NAL0027972961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Raymond Group
- EIN
- 33-0782809
- Plan number
- 002
- Location
- Orange, CA
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,949,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,949,848
- Employer contributions
- $1,816,823
- Participant contributions
- $1,250,287
- Total income / additions
- $9,967,124
- Benefits paid
- $4,127,745
- Administrative expenses
- $91,662
- Total expenses
- $4,231,522
- Net increase / (decrease)
- $5,735,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $75,033 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,629 | $0 |