2023 Form 5500 filing — Ritz Safety LLC 401 K Profit Sharing Plan Trust
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 20241015162324NAL0048884976001) for Ritz Safety LLC 401 K Profit Sharing Plan Trust, reported by Ritz Safety LLC under EIN 20-4254041 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162324NAL0048884976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ritz Safety LLC
- EIN
- 20-4254041
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,879,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,879,505
- Employer contributions
- $336,765
- Participant contributions
- $1,007,201
- Total income / additions
- $3,020,405
- Benefits paid
- $933,592
- Administrative expenses
- $64,685
- Total expenses
- $1,008,056
- Net increase / (decrease)
- $2,012,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $40,554 | $0 |
| Nationwide | RECORD KEEPER | $11,542 | not reported in the loaded dataset |
| Opoc.Us | RECORDKEEPER | $9,798 | $0 |
| Securities America Inc, | INVESTMENT | $0 | $3,801 |
| Leafhouse Financial Advisors, LLC | INVESTMENT | $2,179 | not reported in the loaded dataset |
| Edward D.A. Sommer | INVESTMENT | $1,420 | not reported in the loaded dataset |