Retirement Savings Plan And Trust Of Rao Manufacturing Company — Form 5500 plan (Rao Manufacturing Company)
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, Retirement Savings Plan And Trust Of Rao Manufacturing Company is a benefit plan reported by Rao Manufacturing Company under EIN 41-0494610 and plan number 002. The latest loaded filing year is 2023. The filing reports 288 participants and $11,321,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rao Manufacturing Company
- EIN
- 41-0494610
- Plan number
- 002
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $11,321,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20250711124350NAL0004224707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,321,214
- Total liabilities (EOY)
- $13
- Net assets (EOY)
- $11,321,201
- Net assets (BOY)
- $9,187,448
Income & contributions
- Employer contributions
- $645,069
- Participant contributions
- $651,497
- Total contributions
- $1,296,566
- Total income / additions
- $2,982,406
Expenses & distributions
- Benefits paid
- $826,234
- Administrative expenses
- $15,062
- Total expenses
- $848,653
- Net increase / (decrease)
- $2,133,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mhs Advisory Services, LLC | INVESTMENT AD VISORY - PL | $38,517 | $0 | 2023 |
| Tax Sheltered Compensation, Inc. | RECORDKEEPER | $11,100 | $73 | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $5,673 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rao Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Mhs Advisory Services, LLC — Schedule C compensation
- Tax Sheltered Compensation, Inc. — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation