2023 Form 5500 filing — Ritz Instrument Transformers, Inc. 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 20241011135855NAL0022885617001) for Ritz Instrument Transformers, Inc. 401(K) Plan, reported by Ritz Instrument Transformers, Inc. under EIN 58-1943935 and plan number 002. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,479,716
Participants247
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241011135855NAL0022885617001
Plan sponsor
Ritz Instrument Transformers, Inc.
EIN
58-1943935
Plan number
002
Location
Lavonia, GA
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)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$201.3K
Benefits paid / distributions$199.4K
Contributions
Employer$315.4K
Participant$504.9K
Full reported line items
Total assets (EOY)
$4,479,716
Total liabilities (EOY)
$0
Net assets (EOY)
$4,479,716
Employer contributions
$315,437
Participant contributions
$504,903
Total income / additions
$1,517,062
Benefits paid
$199,368
Administrative expenses
$1,884
Total expenses
$201,252
Net increase / (decrease)
$1,315,810

Related Form 5500 pages