Ra-Lin Construction Company 401(K) Plan — Form 5500 plan (Ra-Lin & 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, Ra-Lin Construction Company 401(K) Plan is a benefit plan reported by Ra-Lin & Associates, Inc. under EIN 58-1158099 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $10,557,153 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ra-Lin & Associates, Inc.
EIN
58-1158099
Plan number
002
Plan type
2
Location
Carrollton, GA
Latest filing year
2023
Participants
145
End-of-year plan assets
$10,557,153

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241014121339NAL0013259731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,557,153
Total liabilities (EOY)
$0
Net assets (EOY)
$10,557,153
Net assets (BOY)
$8,106,918

Income & contributions

Employer contributions
$411,066
Participant contributions
$775,196
Total contributions
$1,419,166
Total income / additions
$2,849,413

Expenses & distributions

Benefits paid
$398,247
Administrative expenses
$931
Total expenses
$399,178
Net increase / (decrease)
$2,450,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Truist Investment Services IncADVISOR$0$21,3992023
Fidelity Investments InstitutionalRECORDKEEPER$931$02023

Related Form 5500 pages