Plan5500

William Raveis Employees Savings & Retirement — Form 5500 plan (William Raveis Real Estate, Inc.)

Plain-English plan 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, William Raveis Employees Savings & Retirement is a benefit plan reported by William Raveis Real Estate, Inc. under EIN 06-1160140 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $31,747,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
William Raveis Real Estate, Inc.
EIN
06-1160140
Plan number
001
Plan type
2
Location
Shelton, CT
Latest filing year
2023
Participants
609
End-of-year plan assets
$31,747,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023609H, C20241014165319NAL0015325843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,747,764
Total liabilities (EOY)
$0
Net assets (EOY)
$31,747,764
Net assets (BOY)
$27,010,492

Income & contributions

Participant contributions
$2,373,436
Total contributions
$2,527,582
Total income / additions
$7,334,574

Expenses & distributions

Benefits paid
$2,494,544
Administrative expenses
$102,758
Total expenses
$2,597,302
Net increase / (decrease)
$4,737,272

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$60,705$02023
M Holdings SecuritiesFINANCIAL ADVISOR$56,691not reported in the loaded dataset2023
Pasi, LLCTHIRD PARTY ADMIN.$8,170not reported in the loaded dataset2023

Related Form 5500 pages