2023 Form 5500 filing — Russell Bond & Co. Inc. Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240111131833NAL0000210928001) for Russell Bond & Co. Inc. Employee Stock Ownership Plan, reported by Russell Bond & Co. Inc. under EIN 16-0769739 and plan number 002. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants66
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240111131833NAL0000210928001
Plan sponsor
Russell Bond & Co. Inc.
EIN
16-0769739
Plan number
002
Location
Buffalo, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$1.5M
Total expenses$6.4M
Benefits paid / distributions$4.9M
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$1,546,364
Benefits paid
$4,873,710
Total expenses
$6,376,325
Net increase / (decrease)
-$4,829,961

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240111131833NAL0000210928001 cover?
It is the 2023 Form 5500 filing for Russell Bond & Co. Inc. Employee Stock Ownership Plan, reported by Russell Bond & Co. Inc. (EIN 16-0769739).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages