2023 Form 5500 filing — Ritz-Craft Corporation Profit Sharing 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 20241012140544NAL0023470097001) for Ritz-Craft Corporation Profit Sharing Retirement Plan, reported by Ritz-Craft Corporation Of Pennsylvania, Inc. under EIN 23-1984836 and plan number 001. It reports 730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012140544NAL0023470097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ritz-Craft Corporation Of Pennsylvania, Inc.
- EIN
- 23-1984836
- Plan number
- 001
- Location
- Mifflinburg, PA
- Participants
- 730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,579,348
- Total liabilities (EOY)
- $38,937
- Net assets (EOY)
- $18,540,411
- Employer contributions
- $652,809
- Participant contributions
- $1,109,509
- Total income / additions
- $4,333,169
- Benefits paid
- $778,673
- Administrative expenses
- $109,507
- Total expenses
- $997,689
- Net increase / (decrease)
- $3,335,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,262 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $47,246 | not reported in the loaded dataset |