2023 Form 5500 filing — Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust

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 20241219115207NAL0002759411001) for Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust, reported by Ritta & Associates, Inc. under EIN 22-2221980 and plan number 002. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$563.7KReported net assets$563,739
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241219115207NAL0002759411001
Plan sponsor
Ritta & Associates, Inc.
EIN
22-2221980
Plan number
002
Location
Paramus, NJ
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$563.7K total assets
Net assets$563.7KLiabilities$0
Money in vs. money out
Total income / additions$3K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$563,739
Total liabilities (EOY)
$0
Net assets (EOY)
$563,739
Employer contributions
$0
Participant contributions
$0
Total income / additions
$3,011
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$3,011

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241219115207NAL0002759411001 cover?
It is the 2023 Form 5500 filing for Ritta & Associates, Inc. Employees Stock Ownership Plan & Trust, reported by Ritta & Associates, Inc. (EIN 22-2221980).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages