Plan5500

Ratio States, LLC 401(K) Plan — Form 5500 plan (Ratio States, LLC)

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, Ratio States, LLC 401(K) Plan is a benefit plan reported by Ratio States, LLC under EIN 47-2339289 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $28,484,594 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ratio States, LLC
EIN
47-2339289
Plan number
002
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
239
End-of-year plan assets
$28,484,594

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20240917125754NAL0005221712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,484,594
Total liabilities (EOY)
$0
Net assets (EOY)
$28,484,594
Net assets (BOY)
$24,570,001

Income & contributions

Employer contributions
$318,568
Participant contributions
$1,795,511
Total contributions
$2,249,168
Total income / additions
$6,782,915

Expenses & distributions

Benefits paid
$2,816,293
Administrative expenses
$52,029
Total expenses
$2,868,322
Net increase / (decrease)
$3,914,593

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$52,028$02023
Shepherd Financial Investment AdvisINVESTMENT ADVISORY$0$26,5732023

Related Form 5500 pages