Ritz-Craft Corporation Profit Sharing Retirement Plan — Form 5500 plan (Ritz-Craft Corporation Of Pennsylvania, 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, Ritz-Craft Corporation Profit Sharing Retirement Plan is a benefit plan reported by Ritz-Craft Corporation Of Pennsylvania, Inc. under EIN 23-1984836 and plan number 001. The latest loaded filing year is 2023. The filing reports 730 participants and $18,579,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ritz-Craft Corporation Of Pennsylvania, Inc.
EIN
23-1984836
Plan number
001
Plan type
2
Location
Mifflinburg, PA
Latest filing year
2023
Participants
730
End-of-year plan assets
$18,579,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023730H, C20241012140544NAL0023470097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,579,348
Total liabilities (EOY)
$38,937
Net assets (EOY)
$18,540,411
Net assets (BOY)
$15,204,931

Income & contributions

Employer contributions
$652,809
Participant contributions
$1,109,509
Total contributions
$1,795,738
Total income / additions
$4,333,169

Expenses & distributions

Benefits paid
$778,673
Administrative expenses
$109,507
Total expenses
$997,689
Net increase / (decrease)
$3,335,480

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$62,262$02023
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$47,246not reported in the loaded dataset2023

Related Form 5500 pages