2023 Form 5500 filing — Richards Manufacturing 401(K) 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 20240828094622NAL0019377568001) for Richards Manufacturing 401(K) Plan, reported by Richards Manufacturing Co. under EIN 22-2830972 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240828094622NAL0019377568001
Filing year
2023
Form type
2
Plan sponsor
Richards Manufacturing Co.
EIN
22-2830972
Plan number
001
Location
Irvington, NJ
Participants
333
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$65,083,221
Total liabilities (EOY)
$0
Net assets (EOY)
$65,083,221
Employer contributions
$666,259
Participant contributions
$1,919,829
Total income / additions
$12,468,202
Benefits paid
$3,029,919
Administrative expenses
$4,635
Total expenses
$3,034,554
Net increase / (decrease)
$9,433,648
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lockton Investment Advisors, LLCSERVICE PROVIDER$0$110,843
Creative Planning Hold Co, LLCSERVICE PROVIDER$0$38,324
Prime Pensions, Inc.TPA$0$29,073

Related Form 5500 pages