Rand Worldwide 401(K) Plan — Form 5500 plan (Rand Worldwide Subsidiary, 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, Rand Worldwide 401(K) Plan is a benefit plan reported by Rand Worldwide Subsidiary, Inc. under EIN 52-2023997 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $68,461,252 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rand Worldwide Subsidiary, Inc.
EIN
52-2023997
Plan number
001
Plan type
2
Location
Owings Mills, MD
Latest filing year
2023
Participants
505
End-of-year plan assets
$68,461,252

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023505H, C20241011115108NAL0044189538001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,461,252
Total liabilities (EOY)
$0
Net assets (EOY)
$68,461,252
Net assets (BOY)
$56,292,791

Income & contributions

Employer contributions
$1,946,710
Participant contributions
$4,652,210
Total contributions
$7,207,970
Total income / additions
$18,437,924

Expenses & distributions

Benefits paid
$6,249,799
Administrative expenses
$8,803
Total expenses
$6,269,463
Net increase / (decrease)
$12,168,461

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$14,297not reported in the loaded dataset2023

Related Form 5500 pages