Richardson Industries, Inc. 401(K) Plan — Form 5500 plan (Richardson Industries, 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, Richardson Industries, Inc. 401(K) Plan is a benefit plan reported by Richardson Industries, Inc. under EIN 39-0760981 and plan number 003. The latest loaded filing year is 2023. The filing reports 232 participants and $18,072,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richardson Industries, Inc.
- EIN
- 39-0760981
- Plan number
- 003
- Plan type
- 2
- Location
- Sheboygan Falls, WI
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $18,072,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20240530080359NAL0006775203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,072,547
- Total liabilities (EOY)
- $6,716
- Net assets (EOY)
- $18,065,831
- Net assets (BOY)
- $15,491,268
Income & contributions
- Employer contributions
- $129,340
- Participant contributions
- $564,243
- Total contributions
- $693,730
- Total income / additions
- $3,303,424
Expenses & distributions
- Benefits paid
- $713,668
- Administrative expenses
- $15,193
- Total expenses
- $728,861
- Net increase / (decrease)
- $2,574,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services | SERVICE PROVIDER | $0 | $15,000 | 2023 |
| Richardson Industries | SERVICE PROVIDER | $8,536 | not reported in the loaded dataset | 2023 |
| Integrity Retirement Plan Services | THIRD PARTY ADMINISTRATOR | $0 | $8,118 | 2023 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $1,945 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Richardson Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sheboygan Falls, WI
- Kestra Investment Services — Schedule C compensation
- Richardson Industries — Schedule C compensation
- Integrity Retirement Plan Services — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation