Who sponsors the Ricart Employees 401(K) Plan?

Ricart Employees 401(K) Plan is reported as sponsored by Ricart Automotive Personnel, Inc. (EIN 31-1314576, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Ricart Employees 401(K) Plan?

The latest Form 5500 filing year loaded for Ricart Employees 401(K) Plan is 2023.

How many participants does Ricart Employees 401(K) Plan report?

Ricart Employees 401(K) Plan reports 751 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Ricart Employees 401(K) Plan?

Ricart Employees 401(K) Plan reports $31,613,464 in end-of-year plan assets in its latest loaded Form 5500 filing.

Ricart Employees 401(K) Plan — Form 5500 plan (Ricart Automotive Personnel, 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, Ricart Employees 401(K) Plan is a benefit plan reported by Ricart Automotive Personnel, Inc. under EIN 31-1314576 and plan number 001. The latest loaded filing year is 2023. The filing reports 751 participants and $31,613,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Ricart Automotive Personnel, Inc.
EIN: 31-1314576
Plan number: 001
Plan type: 2
Location: Groveport, OH
Latest filing year: 2023
Participants: 751
End-of-year plan assets: $31,613,464

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	751	H, C	20240924070822NAL0025565426001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $31,613,464
Total liabilities (EOY): $0
Net assets (EOY): $31,613,464
Net assets (BOY): $28,228,616

Income & contributions

Employer contributions: $270,723
Participant contributions: $3,494,179
Total contributions: $3,778,576
Total income / additions: $8,675,635

Expenses & distributions

Benefits paid: $5,190,529
Administrative expenses: $100,258
Total expenses: $5,290,787
Net increase / (decrease): $3,384,848

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Nfp Retirement Inc	ADVISOR	$57,705	not reported in the loaded dataset	2023
Fidelity Investments Institutional	RECORDKEEPER	$37,021	$0	2023
Strategic Advisors, Inc.	ADVISOR	$5,531	not reported in the loaded dataset	2023