2023 Form 5500 filing — Richards Sheet Metal Works Employee Stock Ownership

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 20240813133009NAL0005804675001) for Richards Sheet Metal Works Employee Stock Ownership, reported by Richards Sheet Metal Works Inc under EIN 87-0169400 and plan number 003. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,319,807
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240813133009NAL0005804675001
Plan sponsor
Richards Sheet Metal Works Inc
EIN
87-0169400
Plan number
003
Location
Ogden, UT
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.

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions-$495.3K
Total expenses$106.7K
Benefits paid / distributions$104.1K
Full reported line items
Total assets (EOY)
$1,319,807
Net assets (EOY)
$1,319,807
Total income / additions
-$495,272
Benefits paid
$104,056
Administrative expenses
$2,649
Total expenses
$106,705
Net increase / (decrease)
-$601,977

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240813133009NAL0005804675001 cover?
It is the 2023 Form 5500 filing for Richards Sheet Metal Works Employee Stock Ownership, reported by Richards Sheet Metal Works Inc (EIN 87-0169400).
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