Ripon Awardjackets, Inc. 401(K) Savings Plan — Form 5500 plan (Ripon Awardjackets, 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, Ripon Awardjackets, Inc. 401(K) Savings Plan is a benefit plan reported by Ripon Awardjackets, Inc. under EIN 39-1308323 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $8,121,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ripon Awardjackets, Inc.
- EIN
- 39-1308323
- Plan number
- 001
- Plan type
- 2
- Location
- Berlin, WI
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $8,121,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240912105948NAL0008421985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,121,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,121,539
- Net assets (BOY)
- $7,062,595
Income & contributions
- Employer contributions
- $127,862
- Participant contributions
- $365,360
- Total contributions
- $496,506
- Total income / additions
- $1,537,375
Expenses & distributions
- Benefits paid
- $426,251
- Administrative expenses
- $52,180
- Total expenses
- $478,431
- Net increase / (decrease)
- $1,058,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,234 | $0 | 2023 |
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $9,516 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ripon Awardjackets, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Berlin, WI
- Principal Life Insurance Company — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation