Richardson Electronics, Ltd. Employees Profit Sharing Plan And Trust Agreement — Form 5500 plan (Richardson Electronics, Ltd.)

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, Richardson Electronics, Ltd. Employees Profit Sharing Plan And Trust Agreement is a benefit plan reported by Richardson Electronics, Ltd. under EIN 36-2096643 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $49,410,301 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Richardson Electronics, Ltd.
EIN
36-2096643
Plan number
001
Plan type
2
Location
Lafox, IL
Latest filing year
2023
Participants
448
End-of-year plan assets
$49,410,301

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023448H, C20240926171659NAL0002135026001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,410,301
Total liabilities (EOY)
$0
Net assets (EOY)
$49,410,301
Net assets (BOY)
$41,053,236

Income & contributions

Employer contributions
$831,474
Participant contributions
$2,810,634
Total contributions
$3,845,760
Total income / additions
$13,269,904

Expenses & distributions

Benefits paid
$4,818,231
Administrative expenses
$94,608
Total expenses
$4,912,839
Net increase / (decrease)
$8,357,065

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$35,727$02023
Cherry BekaertACCOUNTANT/AUDITOR$15,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$10,970not reported in the loaded dataset2023

Related Form 5500 pages