Ramaker & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ramaker & Associates, 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, Ramaker & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ramaker & Associates, Inc. under EIN 39-1739045 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $4,834,561 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ramaker & Associates, Inc.
EIN
39-1739045
Plan number
002
Plan type
2
Location
Sauk City, WI
Latest filing year
2023
Participants
139
End-of-year plan assets
$4,834,561

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H20240729103711NAL0019229841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,834,561
Total liabilities (EOY)
$0
Net assets (EOY)
$4,834,561
Net assets (BOY)
$5,915,924

Income & contributions

Employer contributions
$415,000
Total contributions
$415,000
Total income / additions
-$626,855

Expenses & distributions

Benefits paid
$454,508
Administrative expenses
$0
Total expenses
$454,508
Net increase / (decrease)
-$1,081,363

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages