2023 Form 5500 filing — Redpath And Company, Ltd. 401(K) Profit Sharing 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 20240812102811NAL0016335296001) for Redpath And Company, Ltd. 401(K) Profit Sharing Plan, reported by Redpath And Company, Ltd. under EIN 41-0975573 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.6MReported net assets$26,637,708

Participants252

Provider compensation$71.1K2 Schedule C row(s)$71,117

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240812102811NAL0016335296001
Plan sponsor: Redpath And Company, Ltd.
EIN: 41-0975573
Plan number: 001
Location: St. Paul, MN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$26.6M total assets

Net assets$26.6MLiabilities$0

Money in vs. money out

Total income / additions$7.8M

Total expenses$6.3M

Benefits paid / distributions$6.3M

Contributions

Employer$878.3K

Participant$2.1M

Full reported line items

Total assets (EOY): $26,637,708
Total liabilities (EOY): $0
Net assets (EOY): $26,637,708
Employer contributions: $878,252
Participant contributions: $2,065,807
Total income / additions: $7,782,309
Benefits paid: $6,277,757
Administrative expenses: $71,112
Total expenses: $6,348,869
Net increase / (decrease): $1,433,440

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$41.1K
CONTRACT ADMINISTRATOR · Direct $41.1K · Indirect $0
2
Rbc Capital Markets LLC$30K
INVESTMENT ADVISORY · Direct $30K · Indirect $5

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240812102811NAL0016335296001 cover?: It is the 2023 Form 5500 filing for Redpath And Company, Ltd. 401(K) Profit Sharing Plan, reported by Redpath And Company, Ltd. (EIN 41-0975573).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).