The Raymond Group 401(K) Retirement Savings Plan — Form 5500 plan (The Raymond Group)
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 Raymond Group 401(K) Retirement Savings Plan is a benefit plan reported by The Raymond Group under EIN 33-0782809 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $43,949,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Raymond Group
- EIN
- 33-0782809
- Plan number
- 002
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $43,949,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241015094237NAL0027972961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,949,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,949,848
- Net assets (BOY)
- $38,214,246
Income & contributions
- Employer contributions
- $1,816,823
- Participant contributions
- $1,250,287
- Total contributions
- $3,247,057
- Total income / additions
- $9,967,124
Expenses & distributions
- Benefits paid
- $4,127,745
- Administrative expenses
- $91,662
- Total expenses
- $4,231,522
- Net increase / (decrease)
- $5,735,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $75,033 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,629 | $0 | 2023 |