Plan5500

Rael & Letson — 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, Rael & Letson (EIN 94-1701048) is a plan sponsor located in San Mateo, CA 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
94-1701048
Location
San Mateo, CA
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 Rael & Letson

  • 2 loaded plans hold $12M in reported assets.
  • The largest, Rael & Letson Employee Stock Ownership Plan, holds 64% of this company's reported plan assets.
  • Plans cover 121 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12MSummed across loaded plans$11,986,596
Total reported assets$12M$11,986,596
Total reported participants121
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets
Net assets$12MLiabilities$0
Contributions & income
Employer contributions$603.4K
Participant contributions$0
Total income / additions$773.5K
Expenses & distributions
Benefits paid / distributions$727.3K
Total expenses$748.8K
Net increase / (decrease)$24.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets64%Rael & Letson Employee Stock Ownership Plan
Participants per plan61Average 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
    Rael & Letson Employee Stock Ownership Plan$7.6M
    Plan #003 · 96 participants · 2023
  2. 2
    Retirement Plan For Employees Of Rael & Letson$4.4M
    Plan #002 · 25 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rael & Letson. Open one for its full reported snapshot.

  1. 2023
    Retirement Plan For Employees Of Rael & Letson25 participants · 2Sch I
    View filing →
  2. 2023
    Rael & Letson Employee Stock Ownership Plan96 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rael & Letson report on Form 5500?
Rael & Letson (EIN 94-1701048) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rael & Letson?
The Employer Identification Number (EIN) reported for Rael & Letson is 94-1701048.
What is the latest Form 5500 filing year for Rael & Letson?
The latest loaded Form 5500 filing year for Rael & Letson is 2023.

Related Form 5500 pages