2023 Form 5500 filing — Red Spot Paint & Varnish Co., Inc. Retirement Income 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 20240916153549NAL0002328848001) for Red Spot Paint & Varnish Co., Inc. Retirement Income Plan, reported by Red Spot Paint & Varnish Co., Inc. under EIN 35-0604350 and plan number 001. It reports 133 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)$9MReported net assets$8,983,448
Participants133
Provider compensation$94.2K2 Schedule C row(s)$94,245
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916153549NAL0002328848001
Plan sponsor
Red Spot Paint & Varnish Co., Inc.
EIN
35-0604350
Plan number
001
Location
Evansville, IN
Received date
not reported in the loaded dataset
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)$9M total assets
Net assets$9MLiabilities$12.4K
Money in vs. money out
Total income / additions$1.4M
Total expenses$470.2K
Benefits paid / distributions$375.9K
Full reported line items
Total assets (EOY)
$8,995,897
Total liabilities (EOY)
$12,449
Net assets (EOY)
$8,983,448
Total income / additions
$1,397,856
Benefits paid
$375,915
Administrative expenses
$94,245
Total expenses
$470,160
Net increase / (decrease)
$927,696

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan StanleyNONE$71,748not reported in the loaded dataset
Old National Trust CompanyNONE$22,497not reported in the loaded dataset

Related Form 5500 pages