2023 Form 5500 filing — Rauland-Borg Corporation Profit Sharing & Retirement Savings 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 20241010100234NAL0009888131001) for Rauland-Borg Corporation Profit Sharing & Retirement Savings Plan, reported by Rauland-Borg Corporation under EIN 36-2124601 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100234NAL0009888131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rauland-Borg Corporation
- EIN
- 36-2124601
- Plan number
- 001
- Location
- Mount Prospect, IL
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,659,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,659,232
- Employer contributions
- $0
- Participant contributions
- $346,465
- Total income / additions
- $8,312,537
- Benefits paid
- $2,907,513
- Administrative expenses
- $13,628
- Total expenses
- $2,921,141
- Net increase / (decrease)
- $5,391,396
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $46,725 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$33,097 | $0 |