The Richmond Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (The Richmond Group, Inc.)
Plain-English plan 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, The Richmond Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by The Richmond Group, Inc. under EIN 04-3130236 and plan number 002. The latest loaded filing year is 2023. The filing reports 115 participants and $70,169,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Richmond Group, Inc.
- EIN
- 04-3130236
- Plan number
- 002
- Plan type
- 2
- Location
- Hopkinton, MA
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $70,169,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | I | 20240730152545NAL0032204352001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $70,169,000
- Total liabilities (EOY)
- $4,363,311
- Net assets (EOY)
- $65,805,689
- Net assets (BOY)
- $55,136,840
Income & contributions
- Employer contributions
- $887,918
- Total income / additions
- $11,381,918
Expenses & distributions
- Benefits paid
- $571,998
- Total expenses
- $713,069
- Net increase / (decrease)
- $10,668,849
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.