Raymond Of New Jersey LLC Employee Retirement & Savings Plan — Form 5500 plan (Raymond Of New Jersey LLC)

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, Raymond Of New Jersey LLC Employee Retirement & Savings Plan is a benefit plan reported by Raymond Of New Jersey LLC under EIN 22-3660795 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $11,212,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Raymond Of New Jersey LLC
EIN
22-3660795
Plan number
001
Plan type
2
Location
Union, NJ
Latest filing year
2023
Participants
186
End-of-year plan assets
$11,212,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20240923133235NAL0006663699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,212,450
Total liabilities (EOY)
$0
Net assets (EOY)
$11,212,450
Net assets (BOY)
$9,251,321

Income & contributions

Employer contributions
$183,970
Participant contributions
$751,265
Total contributions
$935,235
Total income / additions
$2,670,616

Expenses & distributions

Benefits paid
$624,182
Administrative expenses
$44,528
Total expenses
$709,487
Net increase / (decrease)
$1,961,129

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$25,744$02023
Onedigital Investment AdvisorsINVESTMENT ADVISORY$18,784not reported in the loaded dataset2023
Workplace Benefits, Inc.OTHER SERVICES$0$11,2832023

Related Form 5500 pages