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| Plan Name | RICHARDSON & COMPANY 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | RICHARDSON & COMPANY, LLP |
| Employer identification number (EIN): | 465577902 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | BRIAN NASH | 2023-10-11 | ||
| 001 | 2022-01-01 | BRIAN NASH | 2023-12-08 | ||
| 001 | 2021-01-01 | BRIAN NASH | 2022-08-16 | ||
| 001 | 2020-01-01 | BRIAN NASH | 2021-07-08 | ||
| 001 | 2019-01-01 | BRIAN NASH | 2020-08-11 | ||
| 001 | 2018-01-01 | BRIAN NASH | 2019-10-02 | ||
| 001 | 2017-01-01 | BRIAN NASH | 2018-10-09 | ||
| 001 | 2016-01-01 | BRIAN NASH | 2017-07-21 | ||
| 001 | 2015-01-01 | BRIAN NASH | 2016-07-29 | ||
| 001 | 2014-01-01 | BRIAN NASH | 2015-08-19 |
| Measure | Date | Value |
|---|---|---|
| 2023: RICHARDSON & COMPANY 401(K) PROFIT SHARING PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 8 |
| Total of all active and inactive participants | 2023-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 30 |
| Number of participants with account balances | 2023-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2023 : RICHARDSON & COMPANY 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $1,104,372 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $58,175 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $39,369 |
| Total plan assets at end of year | 2023-12-31 | $5,399,190 |
| Total plan assets at beginning of year | 2023-12-31 | $4,352,993 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $238,620 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $764,187 |
| Net income (gross income less expenses) | 2023-12-31 | $1,046,197 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,399,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,352,993 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $101,565 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $18,806 |
| 2023: RICHARDSON & COMPANY 401(K) PROFIT SHARING PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
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