Raf Industries, Inc. Savings Plan — Form 5500 plan (Raf Industries, 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, Raf Industries, Inc. Savings Plan is a benefit plan reported by Raf Industries, Inc. under EIN 51-0247983 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,237 participants and $65,606,447 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Raf Industries, Inc.
EIN
51-0247983
Plan number
001
Plan type
3
Location
Bala Cynwyd, PA
Latest filing year
2023
Participants
1,237
End-of-year plan assets
$65,606,447

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,237H, C20241015173720NAL0057503666001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,606,447
Total liabilities (EOY)
$0
Net assets (EOY)
$65,606,447
Net assets (BOY)
$55,575,859

Income & contributions

Employer contributions
$1,659,587
Participant contributions
$3,986,520
Total contributions
$6,318,657
Total income / additions
$14,900,727

Expenses & distributions

Benefits paid
$4,762,888
Administrative expenses
$95,106
Total expenses
$4,870,139
Net increase / (decrease)
$10,030,588

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilmington Trust, N.A.OTHER$73,357not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$21,749$02023

Related Form 5500 pages