Rainbow Tree Company Employee Stock Ownership Plan — Form 5500 plan (Rainbow Tree Company)

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, Rainbow Tree Company Employee Stock Ownership Plan is a benefit plan reported by Rainbow Tree Company under EIN 41-1463241 and plan number 002. The latest loaded filing year is 2023. The filing reports 276 participants and $17,038,670 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.1MPlan net assets, end of year$13,082,922
Participants276Covered participants reported
Assets / participant$61.7KComputed: assets ÷ participants$61,734 (computed)
Provider compensationNone reported
Plan sponsor
Rainbow Tree Company
EIN
41-1463241
Plan number
002
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H20241015190306NAL0029451729001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17M total assets
Net assets$13.1MLiabilities$4M
Money in vs. money out
Total income / additions$11.7M
Total expenses$134.6K
Benefits paid / distributions$47.7K
Contributions
Employer$256.3K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$17,038,670
Total liabilities (EOY)
$3,955,748
Net assets (EOY)
$13,082,922
Net assets (BOY)
$1,561,090

Income & contributions

Employer contributions
$256,330
Total contributions
$256,330
Total income / additions
$11,656,437

Expenses & distributions

Benefits paid
$47,662
Administrative expenses
$0
Total expenses
$134,605
Net increase / (decrease)
$11,521,832
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income0%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages