2023 Form 5500 filing — Ritchie Engineering Company Savings And Retirement 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 20241001141610NAL0004094883001) for Ritchie Engineering Company Savings And Retirement Plan, reported by Ritchie Engineering Company, Inc. under EIN 41-0728331 and plan number 001. It reports 139 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)$9.8MReported net assets$9,810,736
Participants139
Provider compensation$16.9K2 Schedule C row(s)$16,913
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001141610NAL0004094883001
Plan sponsor
Ritchie Engineering Company, Inc.
EIN
41-0728331
Plan number
001
Location
Bloomington, 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)$9.8M total assets
Net assets$9.8MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$752.5K
Benefits paid / distributions$733.8K
Contributions
Employer$252.8K
Participant$656.7K
Full reported line items
Total assets (EOY)
$9,810,736
Total liabilities (EOY)
$0
Net assets (EOY)
$9,810,736
Employer contributions
$252,756
Participant contributions
$656,715
Total income / additions
$2,246,551
Benefits paid
$733,820
Administrative expenses
$18,644
Total expenses
$752,464
Net increase / (decrease)
$1,494,087
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $16.8K
  2. 2
    RECORDKEEPER · Direct $150 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001141610NAL0004094883001 cover?
It is the 2023 Form 5500 filing for Ritchie Engineering Company Savings And Retirement Plan, reported by Ritchie Engineering Company, Inc. (EIN 41-0728331).
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).

Related Form 5500 pages