Raulli & Sons, Inc. Employee Stock Ownership Plan — Form 5500 plan (Raulli And Sons, 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, Raulli & Sons, Inc. Employee Stock Ownership Plan is a benefit plan reported by Raulli And Sons, Inc. under EIN 15-0616714 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $7,213,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Raulli And Sons, Inc.
- EIN
- 15-0616714
- Plan number
- 002
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H | 20240912125037NAL0014707536001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,213,267
- Total liabilities (EOY)
- $1,786,524
- Net assets (EOY)
- $5,426,743
- Net assets (BOY)
- $4,974,004
Income & contributions
- Employer contributions
- $360,592
- Total contributions
- $360,592
- Total income / additions
- $723,300
Expenses & distributions
- Benefits paid
- $149,009
- Administrative expenses
- $150
- Total expenses
- $270,561
- Net increase / (decrease)
- $452,739
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.