Ricondo & Associates 401(K) Plan — Form 5500 plan (Ricondo & Associates, 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, Ricondo & Associates 401(K) Plan is a benefit plan reported by Ricondo & Associates, Inc. under EIN 36-3663903 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $66,087,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ricondo & Associates, Inc.
- EIN
- 36-3663903
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $66,087,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20240927145856NAL0003913024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,087,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,087,695
- Net assets (BOY)
- $55,668,677
Income & contributions
- Employer contributions
- $1,199,765
- Participant contributions
- $2,409,278
- Total contributions
- $3,714,247
- Total income / additions
- $11,541,917
Expenses & distributions
- Benefits paid
- $1,045,150
- Administrative expenses
- $77,749
- Total expenses
- $1,122,899
- Net increase / (decrease)
- $10,419,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $30,801 | $0 | 2023 |
| Ubs Financial Services | INVESTMENT/FINANCIAL ADV | $30,000 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $15,409 | not reported in the loaded dataset | 2023 |
| Nixon Peabody Llp | ATTORNEY/LEGAL | $1,539 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |
| Mscs Fs Div Of Broadridge Bpo, Llp | TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ricondo & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Oneamerica Retirement Services — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Nixon Peabody Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fs Div Of Broadridge Bpo, Llp — Schedule C compensation