Ramey-Estep Homes, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Ramey-Estep Homes, 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, Ramey-Estep Homes, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Ramey-Estep Homes, Inc. under EIN 61-0595497 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $4,306,609 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ramey-Estep Homes, Inc.
EIN
61-0595497
Plan number
001
Plan type
2
Location
Rush, KY
Latest filing year
2023
Participants
253
End-of-year plan assets
$4,306,609

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20241010130014NAL0035747568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,306,609
Total liabilities (EOY)
$0
Net assets (EOY)
$4,306,609
Net assets (BOY)
$3,420,594

Income & contributions

Employer contributions
$305,431
Participant contributions
$427,547
Total contributions
$741,528
Total income / additions
$1,348,039

Expenses & distributions

Benefits paid
$427,070
Administrative expenses
$26,941
Total expenses
$462,024
Net increase / (decrease)
$886,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Leif Clarke Wealth Management LLCADVISOR$19,071not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$7,870$02023

Related Form 5500 pages