2023 Form 5500 filing — Ram Enterprise, Inc. 401(K) Profit Sharing 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 20241015165819NAL0016924243001) for Ram Enterprise, Inc. 401(K) Profit Sharing Plan, reported by Ram Enterprise, Inc. under EIN 93-1073692 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015165819NAL0016924243001
Filing year
2023
Form type
2
Plan sponsor
Ram Enterprise, Inc.
EIN
93-1073692
Plan number
001
Location
Elko, NV
Participants
173
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,602,740
Total liabilities (EOY)
$0
Net assets (EOY)
$9,602,740
Employer contributions
$303,998
Participant contributions
$1,047,255
Total income / additions
$3,033,084
Benefits paid
$849,023
Administrative expenses
$34,461
Total expenses
$896,979
Net increase / (decrease)
$2,136,105
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Phillips & Company Securities IncADVISOR$23,180not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$11,281$0

Related Form 5500 pages