Rauland-Borg Corporation Profit Sharing & Retirement Savings Plan — Form 5500 plan (Rauland-Borg Corporation)
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, Rauland-Borg Corporation Profit Sharing & Retirement Savings Plan is a benefit plan reported by Rauland-Borg Corporation under EIN 36-2124601 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $47,659,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rauland-Borg Corporation
- EIN
- 36-2124601
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Prospect, IL
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $47,659,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241010100234NAL0009888131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,659,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,659,232
- Net assets (BOY)
- $42,267,836
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $346,465
- Total contributions
- $346,465
- Total income / additions
- $8,312,537
Expenses & distributions
- Benefits paid
- $2,907,513
- Administrative expenses
- $13,628
- Total expenses
- $2,921,141
- Net increase / (decrease)
- $5,391,396
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $46,725 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$33,097 | $0 | 2023 |