Rsi 401k Plan — Form 5500 plan (Ray Stone Incorporated)
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, Rsi 401k Plan is a benefit plan reported by Ray Stone Incorporated under EIN 94-1736828 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $7,961,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ray Stone Incorporated
- EIN
- 94-1736828
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $7,961,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20240718121234NAL0009566992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,961,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,961,192
- Net assets (BOY)
- $7,234,523
Income & contributions
- Employer contributions
- $167,326
- Participant contributions
- $418,048
- Total contributions
- $585,374
- Total income / additions
- $1,460,635
Expenses & distributions
- Benefits paid
- $718,428
- Administrative expenses
- $15,375
- Total expenses
- $733,966
- Net increase / (decrease)
- $726,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $964 | $15,857 | 2023 |
| Northwestern Mutual Wm | NONE | $14,861 | not reported in the loaded dataset | 2023 |