Retail Tech, Inc. Retirement Savings Plan — Form 5500 plan (Retail Tech, 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, Retail Tech, Inc. Retirement Savings Plan is a benefit plan reported by Retail Tech, Inc. under EIN 41-1966389 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $25,388,798 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Retail Tech, Inc.
EIN
41-1966389
Plan number
001
Plan type
2
Location
Chanhassen, MN
Latest filing year
2023
Participants
289
End-of-year plan assets
$25,388,798

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20241009083126NAL0018032369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,388,798
Total liabilities (EOY)
$122
Net assets (EOY)
$25,388,676
Net assets (BOY)
$19,834,631

Income & contributions

Employer contributions
$1,196,273
Participant contributions
$1,286,116
Total contributions
$2,521,575
Total income / additions
$6,000,480

Expenses & distributions

Benefits paid
$430,502
Administrative expenses
$7,495
Total expenses
$446,435
Net increase / (decrease)
$5,554,045

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tradition Wealth Management LLCSERVICE PROVIDER$0$14,6442023

Related Form 5500 pages