Raffertys, Inc. Employee Stock Ownership Plan — Form 5500 plan (Raffertys, 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, Raffertys, Inc. Employee Stock Ownership Plan is a benefit plan reported by Raffertys, Inc. under EIN 61-0985188 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,586 participants and $34,561,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Raffertys, Inc.
- EIN
- 61-0985188
- Plan number
- 001
- Plan type
- 2
- Location
- Bowling Green, KY
- Latest filing year
- 2023
- Participants
- 2,586
- End-of-year plan assets
- $34,561,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,586 | H | 20241015105408NAL0016183011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,561,404
- Total liabilities (EOY)
- $442,470
- Net assets (EOY)
- $34,118,934
- Net assets (BOY)
- $26,581,551
Income & contributions
- Employer contributions
- $1,483,985
- Total contributions
- $1,483,985
- Total income / additions
- $9,021,057
Expenses & distributions
- Benefits paid
- $1,483,674
- Total expenses
- $1,483,674
- Net increase / (decrease)
- $7,537,383
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.