THE RICHMOND GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023 : THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $4,363,311 |
| Total plan liabilities at beginning of year | 2023-12-31 | $4,610,158 |
| Total income from all sources | 2023-12-31 | $11,381,918 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $713,069 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $571,998 |
| Total plan assets at end of year | 2023-12-31 | $70,169,000 |
| Total plan assets at beginning of year | 2023-12-31 | $59,746,998 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $141,071 |
| Other income received | 2023-12-31 | $10,494,000 |
| Net income (gross income less expenses) | 2023-12-31 | $10,668,849 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $65,805,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $55,136,840 |
| Assets. Value of employer securities | 2023-12-31 | $69,336,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $887,918 |
| 2022 : THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $4,610,158 |
| Total plan liabilities at beginning of year | 2022-12-31 | $4,849,675 |
| Total income from all sources | 2022-12-31 | $8,847,517 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,643,812 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,643,812 |
| Total plan assets at end of year | 2022-12-31 | $59,746,998 |
| Total plan assets at beginning of year | 2022-12-31 | $52,782,810 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $7,259,599 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $7,203,705 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $55,136,840 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $47,933,135 |
| Assets. Value of employer securities | 2022-12-31 | $58,842,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,587,918 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $4,849,675 |
| Total plan liabilities at beginning of year | 2021-12-31 | $5,082,081 |
| Total income from all sources | 2021-12-31 | $19,163,918 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $697,862 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $542,350 |
| Total plan assets at end of year | 2021-12-31 | $52,782,810 |
| Total plan assets at beginning of year | 2021-12-31 | $34,549,160 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $155,512 |
| Other income received | 2021-12-31 | $17,576,000 |
| Net income (gross income less expenses) | 2021-12-31 | $18,466,056 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $47,933,135 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $29,467,079 |
| Assets. Value of employer securities | 2021-12-31 | $51,434,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,587,918 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $5,082,081 |
| Total plan liabilities at beginning of year | 2020-12-31 | $5,307,155 |
| Total income from all sources | 2020-12-31 | $15,914,918 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $536,684 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $373,840 |
| Total plan assets at end of year | 2020-12-31 | $34,549,160 |
| Total plan assets at beginning of year | 2020-12-31 | $19,396,000 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $162,844 |
| Other income received | 2020-12-31 | $15,162,000 |
| Net income (gross income less expenses) | 2020-12-31 | $15,378,234 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $29,467,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,088,845 |
| Assets. Value of employer securities | 2020-12-31 | $33,858,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $752,918 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $5,307,155 |
| Total plan liabilities at beginning of year | 2019-12-31 | $5,525,978 |
| Total income from all sources | 2019-12-31 | $8,355,918 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $169,095 |
| Total plan assets at end of year | 2019-12-31 | $19,396,000 |
| Total plan assets at beginning of year | 2019-12-31 | $11,428,000 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $169,095 |
| Other income received | 2019-12-31 | $7,268,000 |
| Net income (gross income less expenses) | 2019-12-31 | $8,186,823 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $14,088,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,902,022 |
| Assets. Value of employer securities | 2019-12-31 | $18,696,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,087,918 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $5,525,978 |
| Total income from all sources | 2018-12-31 | $5,015,918 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $74,896 |
| Total plan assets at end of year | 2018-12-31 | $11,428,000 |
| Total plan assets at beginning of year | 2018-12-31 | $961,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $74,896 |
| Other income received | 2018-12-31 | $3,760,347 |
| Net income (gross income less expenses) | 2018-12-31 | $4,941,022 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,902,022 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $961,000 |
| Assets. Value of employer securities | 2018-12-31 | $11,428,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,255,571 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $961,000 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $961,000 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $961,000 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $961,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $961,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2023: THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE RICHMOND GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
