Raulli & Sons, Inc. Employee Stock Ownership Plan — Form 5500 plan (Raulli And Sons, 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, Raulli & Sons, Inc. Employee Stock Ownership Plan is a benefit plan reported by Raulli And Sons, Inc. under EIN 15-0616714 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $7,213,267 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.4MPlan net assets, end of year$5,426,743
Participants162Covered participants reported
Assets / participant$44.5KComputed: assets ÷ participants$44,526 (computed)
Provider compensationNone reported
Plan sponsor
Raulli And Sons, Inc.
EIN
15-0616714
Plan number
002
Plan type
2
Location
Syracuse, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H20240912125037NAL0014707536001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.2M total assets
Net assets$5.4MLiabilities$1.8M
Money in vs. money out
Total income / additions$723.3K
Total expenses$270.6K
Benefits paid / distributions$149K
Contributions
Employer$360.6K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$7,213,267
Total liabilities (EOY)
$1,786,524
Net assets (EOY)
$5,426,743
Net assets (BOY)
$4,974,004

Income & contributions

Employer contributions
$360,592
Total contributions
$360,592
Total income / additions
$723,300

Expenses & distributions

Benefits paid
$149,009
Administrative expenses
$150
Total expenses
$270,561
Net increase / (decrease)
$452,739
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages