A. Raymond Corporate Na, Inc. 401(K) Plan — Form 5500 plan (A. Raymond Corporate North America)

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, A. Raymond Corporate Na, Inc. 401(K) Plan is a benefit plan reported by A. Raymond Corporate North America under EIN 27-1088874 and plan number 002. The latest loaded filing year is 2023. The filing reports 993 participants and $73,579,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A. Raymond Corporate North America
EIN
27-1088874
Plan number
002
Plan type
2
Location
Rochester Hills, MI
Latest filing year
2023
Participants
993
End-of-year plan assets
$73,579,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023993H, C20241011083427NAL0036416800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,579,195
Total liabilities (EOY)
$0
Net assets (EOY)
$73,579,195
Net assets (BOY)
$63,847,112

Income & contributions

Employer contributions
$1,564,788
Participant contributions
$3,268,888
Total contributions
$5,099,101
Total income / additions
$16,073,249

Expenses & distributions

Benefits paid
$6,233,847
Administrative expenses
$107,319
Total expenses
$6,341,166
Net increase / (decrease)
$9,732,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$107,319$02023
Capital Asset Advisory ServicesADVISORY SERVICES$0not reported in the loaded dataset2023

Related Form 5500 pages