Ritz Safety LLC 401 K Profit Sharing Plan Trust — Form 5500 plan (Ritz Safety LLC)
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, Ritz Safety LLC 401 K Profit Sharing Plan Trust is a benefit plan reported by Ritz Safety LLC under EIN 20-4254041 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $7,879,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ritz Safety LLC
- EIN
- 20-4254041
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $7,879,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241015162324NAL0048884976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,879,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,879,505
- Net assets (BOY)
- $5,867,156
Income & contributions
- Employer contributions
- $336,765
- Participant contributions
- $1,007,201
- Total contributions
- $1,649,352
- Total income / additions
- $3,020,405
Expenses & distributions
- Benefits paid
- $933,592
- Administrative expenses
- $64,685
- Total expenses
- $1,008,056
- Net increase / (decrease)
- $2,012,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $40,554 | $0 | 2023 |
| Nationwide | RECORD KEEPER | $11,542 | not reported in the loaded dataset | 2023 |
| Opoc.Us | RECORDKEEPER | $9,798 | $0 | 2023 |
| Securities America Inc, | INVESTMENT | $0 | $3,801 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT | $2,179 | not reported in the loaded dataset | 2023 |
| Edward D.A. Sommer | INVESTMENT | $1,420 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ritz Safety LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Transamerica Retirement Solutions — Schedule C compensation
- Nationwide — Schedule C compensation
- Opoc.Us — Schedule C compensation
- Securities America Inc, — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Edward D.A. Sommer — Schedule C compensation