Ramaker & Associates, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ramaker & 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, Ramaker & Associates, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ramaker & Associates, Inc. under EIN 39-1739045 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $12,616,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ramaker & Associates, Inc.
EIN
39-1739045
Plan number
001
Plan type
2
Location
Sauk City, WI
Latest filing year
2023
Participants
132
End-of-year plan assets
$12,616,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20240801063357NAL0014987475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,616,849
Total liabilities (EOY)
$0
Net assets (EOY)
$12,616,849
Net assets (BOY)
$10,554,056

Income & contributions

Employer contributions
$205,888
Participant contributions
$778,183
Total contributions
$1,045,575
Total income / additions
$2,560,734

Expenses & distributions

Benefits paid
$470,438
Administrative expenses
$27,503
Total expenses
$497,941
Net increase / (decrease)
$2,062,793

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Thompson InvestmentADVISOR$21,977not reported in the loaded dataset2023
Mid Atlantic Trust CompanyTRUSTEE$5,486not reported in the loaded dataset2023
Tpc Qualified Plans LLCTPA/RK$40not reported in the loaded dataset2023

Related Form 5500 pages