Ricondo & Associates, Inc. Employee Stock Ownership 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, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ricondo & Associates, Inc. under EIN 36-3663903 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $27,724,143 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
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $27,724,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H | 20241003154426NAL0010079105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,724,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,724,143
- Net assets (BOY)
- $20,868,488
Income & contributions
- Employer contributions
- $1,730,888
- Total contributions
- $1,730,888
- Total income / additions
- $7,121,521
Expenses & distributions
- Benefits paid
- $265,866
- Administrative expenses
- $0
- Total expenses
- $265,866
- Net increase / (decrease)
- $6,855,655
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.