2023 Form 5500 filing — Retirement Savings Plan And Trust Of Rao Manufacturing Company
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 20250711124350NAL0004224707001) for Retirement Savings Plan And Trust Of Rao Manufacturing Company, reported by Rao Manufacturing Company under EIN 41-0494610 and plan number 002. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711124350NAL0004224707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rao Manufacturing Company
- EIN
- 41-0494610
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,321,214
- Total liabilities (EOY)
- $13
- Net assets (EOY)
- $11,321,201
- Employer contributions
- $645,069
- Participant contributions
- $651,497
- Total income / additions
- $2,982,406
- Benefits paid
- $826,234
- Administrative expenses
- $15,062
- Total expenses
- $848,653
- Net increase / (decrease)
- $2,133,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mhs Advisory Services, LLC | INVESTMENT AD VISORY - PL | $38,517 | $0 |
| Tax Sheltered Compensation, Inc. | RECORDKEEPER | $11,100 | $73 |
| Transamerica Life Insurance Company | RECORDKEEPER | $5,673 | $0 |