2023 Form 5500 filing — Raf Industries, Inc. 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 20241015173720NAL0057503666001) for Raf Industries, Inc. Savings Plan, reported by Raf Industries, Inc. under EIN 51-0247983 and plan number 001. It reports 1,237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173720NAL0057503666001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Raf Industries, Inc.
- EIN
- 51-0247983
- Plan number
- 001
- Location
- Bala Cynwyd, PA
- Participants
- 1,237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,606,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,606,447
- Employer contributions
- $1,659,587
- Participant contributions
- $3,986,520
- Total income / additions
- $14,900,727
- Benefits paid
- $4,762,888
- Administrative expenses
- $95,106
- Total expenses
- $4,870,139
- Net increase / (decrease)
- $10,030,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust, N.A. | OTHER | $73,357 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $21,749 | $0 |