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, Raymond Retirement Plan is a benefit plan reported by Raymond Management Company, Inc. under EIN 39-1424051 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,283 participants and $15,895,445 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,895,445
- Total liabilities (EOY)
- $21,873
- Net assets (EOY)
- $15,873,572
- Net assets (BOY)
- $12,979,006
Income & contributions
- Employer contributions
- $191,436
- Participant contributions
- $1,380,420
- Total contributions
- $1,571,856
- Total income / additions
- $3,932,116
Expenses & distributions
- Benefits paid
- $949,682
- Administrative expenses
- $65,995
- Total expenses
- $1,037,550
- Net increase / (decrease)
- $2,894,566