The Richards Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Richards Group, Inc. (EIN 75-1212662) is a plan sponsor located in Dallas, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-1212662
Location
Dallas, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Richards Group, Inc.

  • 2 loaded plans hold $193.6M in reported assets.
  • The largest, The Richards Group, Inc. Profit Sharing And 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,121 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$193.6MSummed across loaded plans$193,553,724
Total reported assets$193.6M$193,553,724
Total reported participants1.1K1,121
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$193.6M total assets
Net assets$193.6MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$2.4M
Total income / additions$34.5M
Expenses & distributions
Benefits paid / distributions$24M
Total expenses$23.9M
Net increase / (decrease)$10.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Richards Group, Inc. Profit Sharing And 401(K) Plan
Participants per plan561Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 796 participants · 2023
  2. 2
    Plan #501 · 325 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Richards Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Richards Group, Inc. Employee Health And Welfare Plan325 participants · 2No schedules
    View filing →
  2. 2023
    The Richards Group, Inc. Profit Sharing And 401(K) Plan796 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Richards Group, Inc. report on Form 5500?
The Richards Group, Inc. (EIN 75-1212662) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Richards Group, Inc.?
The Employer Identification Number (EIN) reported for The Richards Group, Inc. is 75-1212662.
What is the latest Form 5500 filing year for The Richards Group, Inc.?
The latest loaded Form 5500 filing year for The Richards Group, Inc. is 2023.

Related Form 5500 pages