401k Plan data: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN plan

THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	002

THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE RAYMOND GROUP has sponsored the creation of one or more 401k plans.

Company Name: THE RAYMOND GROUP

Employer identification number (EIN): 330782809

NAIC Classification: 238300

Additional information about THE RAYMOND GROUP

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 2000-06-08

Company Identification Number: 20001329713

Legal Registered Office Address: 3773 HOWARD HUGHES PKWY STE 500S

LAS VEGAS
United States of America (USA)
89169-6014

More information about THE RAYMOND GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 JAN JENSEN
002 2023-01-01
002 2023-01-01 JAN JENSEN
002 2022-01-01
002 2022-01-01 JAN JENSEN
002 2021-01-01
002 2021-01-01 JAN JENSEN
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 TOM O'BRIEN
002 2016-01-01 TOM O'BRIEN
002 2015-01-01 TOM K. O'BRIEN
002 2014-01-01 TOM K. O'BRIEN
002 2013-01-01 TOM K. O'BRIEN
002 2012-01-01 TOM K. O'BRIEN
002 2011-01-01 TOM K. O'BRIEN
002 2009-01-01 TOM OBRIEN

Plan Statistics for THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2023: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 111
Number of retired or separated participants receiving benefits 2023-01-01 6
Number of other retired or separated participants entitled to future benefits 2023-01-01 52
Total of all active and inactive participants 2023-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 169
Number of participants with account balances 2023-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 15
2022: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 141
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 53
Total of all active and inactive participants 2022-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 194
Number of participants with account balances 2022-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 128
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 47
Total of all active and inactive participants 2021-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 175
Number of participants with account balances 2021-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 135
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 46
Total of all active and inactive participants 2020-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 182
Number of participants with account balances 2020-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 143
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 51
Total of all active and inactive participants 2019-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 196
Number of participants with account balances 2019-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 130
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 53
Total of all active and inactive participants 2018-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 184
Number of participants with account balances 2018-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 115
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 55
Total of all active and inactive participants 2017-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 170
Number of participants with account balances 2017-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 106
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 52
Total of all active and inactive participants 2016-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 158
Number of participants with account balances 2016-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 114
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 51
Total of all active and inactive participants 2015-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 165
Number of participants with account balances 2015-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 15
2014: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 127
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 46
Total of all active and inactive participants 2014-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 173
Number of participants with account balances 2014-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 114
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 39
Total of all active and inactive participants 2013-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 153
Number of participants with account balances 2013-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 84
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 48
Total of all active and inactive participants 2012-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 132
Number of participants with account balances 2012-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 79
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 57
Total of all active and inactive participants 2011-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 136
Number of participants with account balances 2011-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 110
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 71
Total of all active and inactive participants 2009-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 181
Number of participants with account balances 2009-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2023: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	111
Number of retired or separated participants receiving benefits	2023-01-01	6
Number of other retired or separated participants entitled to future benefits	2023-01-01	52
Total of all active and inactive participants	2023-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	169
Number of participants with account balances	2023-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	15
2022: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	141
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	53
Total of all active and inactive participants	2022-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	194
Number of participants with account balances	2022-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	128
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	47
Total of all active and inactive participants	2021-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	175
Number of participants with account balances	2021-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	135
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	46
Total of all active and inactive participants	2020-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	182
Number of participants with account balances	2020-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	143
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	51
Total of all active and inactive participants	2019-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	196
Number of participants with account balances	2019-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	130
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	53
Total of all active and inactive participants	2018-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	184
Number of participants with account balances	2018-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	115
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	55
Total of all active and inactive participants	2017-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	170
Number of participants with account balances	2017-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	106
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	52
Total of all active and inactive participants	2016-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	158
Number of participants with account balances	2016-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	114
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	51
Total of all active and inactive participants	2015-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	165
Number of participants with account balances	2015-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	15
2014: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	127
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	46
Total of all active and inactive participants	2014-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	173
Number of participants with account balances	2014-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	114
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	39
Total of all active and inactive participants	2013-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	153
Number of participants with account balances	2013-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	84
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	48
Total of all active and inactive participants	2012-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	132
Number of participants with account balances	2012-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	79
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	57
Total of all active and inactive participants	2011-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	136
Number of participants with account balances	2011-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	110
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	71
Total of all active and inactive participants	2009-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	181
Number of participants with account balances	2009-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$0
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$9,967,124
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$4,231,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$4,127,745
Expenses. Certain deemed distributions of participant loans	2023-12-31	$2,708
Value of total corrective distributions	2023-12-31	$9,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,247,057
Value of total assets at end of year	2023-12-31	$43,949,848
Value of total assets at beginning of year	2023-12-31	$38,214,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$91,662
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$24,260
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$511,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$511,424
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,250,287
Participant contributions at end of year	2023-12-31	$357,380
Participant contributions at beginning of year	2023-12-31	$444,138
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$179,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$255,902
Administrative expenses (other) incurred	2023-12-31	$0
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$5,735,602
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$43,949,848
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$38,214,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$75,033
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$35,621,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$29,297,768
Value of interest in pooled separate accounts at end of year	2023-12-31	$6,568,089
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$24,260
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$0
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$6,599,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$5,539,298
Net investment gain/loss from pooled separate accounts	2023-12-31	$389,183
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$1,816,823
Employer contributions (assets) at end of year	2023-12-31	$1,403,018
Employer contributions (assets) at beginning of year	2023-12-31	$1,872,378
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$4,127,745
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2023-12-31	910189318
Unrealized appreciation/depreciation of real estate assets	2023-01-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$0
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total transfer of assets to this plan	2023-01-01	$0
Total transfer of assets from this plan	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$9,967,124
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$4,231,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$4,127,745
Expenses. Certain deemed distributions of participant loans	2023-01-01	$2,708
Value of total corrective distributions	2023-01-01	$9,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$3,247,057
Value of total assets at end of year	2023-01-01	$43,949,848
Value of total assets at beginning of year	2023-01-01	$38,214,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$91,662
Total income from rents	2023-01-01	$0
Total interest from all sources	2023-01-01	$24,260
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$511,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$511,424
Assets. Real estate other than employer real property at end of year	2023-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-01-01	$0
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,250,287
Participant contributions at end of year	2023-01-01	$357,380
Participant contributions at beginning of year	2023-01-01	$444,138
Participant contributions at end of year	2023-01-01	$0
Participant contributions at beginning of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$179,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-01-01	$0
Assets. Loans (other than to participants) at end of year	2023-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2023-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$0
Other income not declared elsewhere	2023-01-01	$255,902
Administrative expenses (other) incurred	2023-01-01	$0
Liabilities. Value of operating payables at end of year	2023-01-01	$0
Liabilities. Value of operating payables at beginning of year	2023-01-01	$0
Total non interest bearing cash at end of year	2023-01-01	$0
Total non interest bearing cash at beginning of year	2023-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Income. Non cash contributions	2023-01-01	$0
Value of net income/loss	2023-01-01	$5,735,602
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$43,949,848
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$38,214,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Assets. partnership/joint venture interests at end of year	2023-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2023-01-01	$0
Investment advisory and management fees	2023-01-01	$75,033
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$35,621,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$29,297,768
Value of interest in pooled separate accounts at end of year	2023-01-01	$6,568,089
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$0
Interest on participant loans	2023-01-01	$24,260
Income. Interest from loans (other than to participants)	2023-01-01	$0
Interest earned on other investments	2023-01-01	$0
Income. Interest from US Government securities	2023-01-01	$0
Income. Interest from corporate debt instruments	2023-01-01	$0
Value of interest in master investment trust accounts at end of year	2023-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2023-01-01	$0
Value of interest in common/collective trusts at end of year	2023-01-01	$0
Value of interest in common/collective trusts at beginning of year	2023-01-01	$6,599,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-01-01	$0
Asset value of US Government securities at end of year	2023-01-01	$0
Asset value of US Government securities at beginning of year	2023-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$5,539,298
Net investment gain/loss from pooled separate accounts	2023-01-01	$389,183
Net investment gain or loss from common/collective trusts	2023-01-01	$0
Net gain/loss from 103.12 investment entities	2023-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Assets. Invements in employer securities at end of year	2023-01-01	$0
Assets. Invements in employer securities at beginning of year	2023-01-01	$0
Assets. Value of employer real property at end of year	2023-01-01	$0
Assets. Value of employer real property at beginning of year	2023-01-01	$0
Contributions received in cash from employer	2023-01-01	$1,816,823
Employer contributions (assets) at end of year	2023-01-01	$1,403,018
Employer contributions (assets) at beginning of year	2023-01-01	$1,872,378
Income. Dividends from preferred stock	2023-01-01	$0
Income. Dividends from common stock	2023-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$4,127,745
Asset. Corporate debt instrument preferred debt at end of year	2023-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-01-01	$0
Contract administrator fees	2023-01-01	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-01-01	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-01-01	$0
Liabilities. Value of benefit claims payable at end of year	2023-01-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-01-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-01-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-01-01	$0
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Aggregate proceeds on sale of assets	2023-01-01	$0
Aggregate carrying amount (costs) on sale of assets	2023-01-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-01-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-01-01	$0
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	MOSS ADAMS LLP
Accountancy firm EIN	2023-01-01	910189318
2022 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,973,896
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,910,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,788,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,600,163
Value of total assets at end of year	2022-12-31	$38,214,246
Value of total assets at beginning of year	2022-12-31	$44,098,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$121,720
Total interest from all sources	2022-12-31	$23,733
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$959,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$959,659
Administrative expenses professional fees incurred	2022-12-31	$18,173
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,230,479
Participant contributions at end of year	2022-12-31	$444,138
Participant contributions at beginning of year	2022-12-31	$442,228
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$83,109
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$16
Other income not declared elsewhere	2022-12-31	$10,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,883,913
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$38,214,246
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$44,098,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$88,761
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$29,297,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$38,094,098
Interest on participant loans	2022-12-31	$23,733
Value of interest in common/collective trusts at end of year	2022-12-31	$6,599,962
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,776,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,254,216
Net investment gain or loss from common/collective trusts	2022-12-31	$-313,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,286,575
Employer contributions (assets) at end of year	2022-12-31	$1,872,378
Employer contributions (assets) at beginning of year	2022-12-31	$1,785,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,788,297
Contract administrator fees	2022-12-31	$14,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-12-31	222027092
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-3,973,896
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$1,910,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,788,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$3,600,163
Value of total assets at end of year	2022-01-01	$38,214,246
Value of total assets at beginning of year	2022-01-01	$44,098,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$121,720
Total interest from all sources	2022-01-01	$23,733
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$959,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$959,659
Administrative expenses professional fees incurred	2022-01-01	$18,173
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$1,230,479
Participant contributions at end of year	2022-01-01	$444,138
Participant contributions at beginning of year	2022-01-01	$442,228
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$83,109
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$16
Other income not declared elsewhere	2022-01-01	$10,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-5,883,913
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$38,214,246
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$44,098,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$88,761
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$29,297,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$38,094,098
Interest on participant loans	2022-01-01	$23,733
Value of interest in common/collective trusts at end of year	2022-01-01	$6,599,962
Value of interest in common/collective trusts at beginning of year	2022-01-01	$3,776,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-8,254,216
Net investment gain or loss from common/collective trusts	2022-01-01	$-313,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$2,286,575
Employer contributions (assets) at end of year	2022-01-01	$1,872,378
Employer contributions (assets) at beginning of year	2022-01-01	$1,785,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,788,297
Contract administrator fees	2022-01-01	$14,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-01-01	Yes
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-01-01	222027092
2021 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,949,516
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$6,016,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,869,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,443,567
Value of total assets at end of year	2021-12-31	$44,098,159
Value of total assets at beginning of year	2021-12-31	$41,165,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$147,097
Total interest from all sources	2021-12-31	$26,977
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,777,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,777,128
Administrative expenses professional fees incurred	2021-12-31	$14,677
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,249,114
Participant contributions at end of year	2021-12-31	$442,228
Participant contributions at beginning of year	2021-12-31	$479,125
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$16
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$-26
Other income not declared elsewhere	2021-12-31	$13,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,933,038
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$44,098,159
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$41,165,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$114,957
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$38,094,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$31,903,181
Interest on participant loans	2021-12-31	$26,977
Value of interest in common/collective trusts at end of year	2021-12-31	$3,776,624
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,418,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,864,667
Net investment gain or loss from common/collective trusts	2021-12-31	$-175,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,194,453
Employer contributions (assets) at end of year	2021-12-31	$1,785,193
Employer contributions (assets) at beginning of year	2021-12-31	$1,363,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,869,381
Contract administrator fees	2021-12-31	$17,463
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2021-12-31	222027092
2020 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$9,204,412
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,679,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,558,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,149,060
Value of total assets at end of year	2020-12-31	$41,165,121
Value of total assets at beginning of year	2020-12-31	$33,639,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$121,006
Total interest from all sources	2020-12-31	$32,781
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,425,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,425,055
Administrative expenses professional fees incurred	2020-12-31	$11,840
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,281,034
Participant contributions at end of year	2020-12-31	$479,125
Participant contributions at beginning of year	2020-12-31	$508,878
Participant contributions at beginning of year	2020-12-31	$32,248
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$57,536
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$-26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$-2,032
Other income not declared elsewhere	2020-12-31	$52,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,525,175
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$41,165,121
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$33,639,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$89,968
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$31,903,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$30,338,678
Interest on participant loans	2020-12-31	$32,781
Value of interest in common/collective trusts at end of year	2020-12-31	$7,418,953
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,405,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,236,346
Net investment gain or loss from common/collective trusts	2020-12-31	$308,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,810,490
Employer contributions (assets) at end of year	2020-12-31	$1,363,888
Employer contributions (assets) at beginning of year	2020-12-31	$1,356,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,558,231
Contract administrator fees	2020-12-31	$19,198
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2020-12-31	222027092
2019 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$9,249,408
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,320,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,217,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,921,217
Value of total assets at end of year	2019-12-31	$33,639,946
Value of total assets at beginning of year	2019-12-31	$26,710,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$103,128
Total interest from all sources	2019-12-31	$28,553
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,587,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,587,532
Administrative expenses professional fees incurred	2019-12-31	$10,817
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,152,230
Participant contributions at end of year	2019-12-31	$508,878
Participant contributions at beginning of year	2019-12-31	$484,140
Participant contributions at end of year	2019-12-31	$32,248
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$25,895
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$-2,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$-26
Other income not declared elsewhere	2019-12-31	$81,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,929,011
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$33,639,946
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$26,710,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$80,241
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$30,338,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,958,404
Interest on participant loans	2019-12-31	$28,553
Value of interest in common/collective trusts at end of year	2019-12-31	$1,405,380
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,864,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,517,589
Net investment gain or loss from common/collective trusts	2019-12-31	$112,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,743,092
Employer contributions (assets) at end of year	2019-12-31	$1,356,794
Employer contributions (assets) at beginning of year	2019-12-31	$1,403,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,217,269
Contract administrator fees	2019-12-31	$12,070
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2019-12-31	222027092
2018 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,987,972
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$379,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$272,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,389,351
Value of total assets at end of year	2018-12-31	$26,710,935
Value of total assets at beginning of year	2018-12-31	$25,102,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$106,705
Total interest from all sources	2018-12-31	$23,764
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,029,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,029,634
Administrative expenses professional fees incurred	2018-12-31	$9,819
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,009,583
Participant contributions at end of year	2018-12-31	$484,140
Participant contributions at beginning of year	2018-12-31	$374,729
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$-46
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$640,116
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$-26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$-56
Other income not declared elsewhere	2018-12-31	$84,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,608,359
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$26,710,935
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$25,102,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$85,702
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,958,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,698,003
Interest on participant loans	2018-12-31	$23,764
Value of interest in common/collective trusts at end of year	2018-12-31	$2,864,844
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,597,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,549,655
Net investment gain or loss from common/collective trusts	2018-12-31	$10,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,739,652
Employer contributions (assets) at end of year	2018-12-31	$1,403,573
Employer contributions (assets) at beginning of year	2018-12-31	$432,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$272,908
Contract administrator fees	2018-12-31	$11,184
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KSJG LLP
Accountancy firm EIN	2018-12-31	953322166
2017 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,795,589
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,782,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,682,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,719,645
Value of total assets at end of year	2017-12-31	$25,102,576
Value of total assets at beginning of year	2017-12-31	$21,089,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$99,287
Total interest from all sources	2017-12-31	$22,328
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,209,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,209,785
Administrative expenses professional fees incurred	2017-12-31	$6,761
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$847,022
Participant contributions at end of year	2017-12-31	$374,729
Participant contributions at beginning of year	2017-12-31	$433,154
Participant contributions at end of year	2017-12-31	$-46
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$152,235
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$-56
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$75,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,013,497
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$25,102,576
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$21,089,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$75,402
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,698,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,316,098
Interest on participant loans	2017-12-31	$22,328
Value of interest in common/collective trusts at end of year	2017-12-31	$2,597,566
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,339,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,746,480
Net investment gain or loss from common/collective trusts	2017-12-31	$22,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$720,388
Employer contributions (assets) at end of year	2017-12-31	$432,380
Employer contributions (assets) at beginning of year	2017-12-31	$-64
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,682,805
Contract administrator fees	2017-12-31	$17,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KSJG LLP
Accountancy firm EIN	2017-12-31	953322166
2016 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,494,479
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,394,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,294,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,102,438
Value of total assets at end of year	2016-12-31	$21,089,079
Value of total assets at beginning of year	2016-12-31	$19,988,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$99,381
Total interest from all sources	2016-12-31	$21,840
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$850,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$850,004
Administrative expenses professional fees incurred	2016-12-31	$12,487
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$823,977
Participant contributions at end of year	2016-12-31	$433,154
Participant contributions at beginning of year	2016-12-31	$345,058
Participant contributions at beginning of year	2016-12-31	$35,937
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$18,849
Other income not declared elsewhere	2016-12-31	$74,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,100,227
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$21,089,079
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,988,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$70,088
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,316,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$18,510,826
Interest on participant loans	2016-12-31	$21,840
Value of interest in common/collective trusts at end of year	2016-12-31	$1,339,891
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,086,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$437,900
Net investment gain or loss from common/collective trusts	2016-12-31	$8,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$259,612
Employer contributions (assets) at end of year	2016-12-31	$-64
Employer contributions (assets) at beginning of year	2016-12-31	$10,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,294,871
Contract administrator fees	2016-12-31	$16,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KSJG LLP
Accountancy firm EIN	2016-12-31	953322166
2015 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,147,466
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$602,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$504,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,203,168
Value of total assets at end of year	2015-12-31	$19,988,852
Value of total assets at beginning of year	2015-12-31	$19,444,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$97,757
Total interest from all sources	2015-12-31	$19,621
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,229,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,229,050
Administrative expenses professional fees incurred	2015-12-31	$12,158
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$882,835
Participant contributions at end of year	2015-12-31	$345,058
Participant contributions at beginning of year	2015-12-31	$399,474
Participant contributions at end of year	2015-12-31	$35,937
Participant contributions at beginning of year	2015-12-31	$32,067
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$60,122
Other income not declared elsewhere	2015-12-31	$73,916
Administrative expenses (other) incurred	2015-12-31	$836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$544,800
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,988,852
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,444,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$69,961
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,510,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,117,993
Interest on participant loans	2015-12-31	$19,621
Value of interest in common/collective trusts at end of year	2015-12-31	$1,086,941
Value of interest in common/collective trusts at beginning of year	2015-12-31	$886,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,381,979
Net investment gain or loss from common/collective trusts	2015-12-31	$3,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$260,211
Employer contributions (assets) at end of year	2015-12-31	$10,090
Employer contributions (assets) at beginning of year	2015-12-31	$8,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$504,909
Contract administrator fees	2015-12-31	$14,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KSJG, LLP
Accountancy firm EIN	2015-12-31	953322166
2014 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,635,583
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,049,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$956,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,346,236
Value of total assets at end of year	2014-12-31	$19,444,052
Value of total assets at beginning of year	2014-12-31	$17,857,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$92,871
Total interest from all sources	2014-12-31	$20,865
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,118,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,118,183
Administrative expenses professional fees incurred	2014-12-31	$11,411
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$827,094
Participant contributions at end of year	2014-12-31	$399,474
Participant contributions at beginning of year	2014-12-31	$413,516
Participant contributions at end of year	2014-12-31	$32,067
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$257,934
Other income not declared elsewhere	2014-12-31	$74,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,586,183
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,444,052
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,857,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$63,412
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,117,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,499,738
Interest on participant loans	2014-12-31	$20,865
Value of interest in common/collective trusts at end of year	2014-12-31	$886,281
Value of interest in common/collective trusts at beginning of year	2014-12-31	$944,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$72,712
Net investment gain or loss from common/collective trusts	2014-12-31	$3,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$261,208
Employer contributions (assets) at end of year	2014-12-31	$8,237
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$956,529
Contract administrator fees	2014-12-31	$18,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KSJG, LLP
Accountancy firm EIN	2014-12-31	953322166
2013 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,388,490
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,870,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,788,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$933,270
Value of total assets at end of year	2013-12-31	$17,857,869
Value of total assets at beginning of year	2013-12-31	$16,339,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$82,068
Total interest from all sources	2013-12-31	$22,846
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$740,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$740,954
Administrative expenses professional fees incurred	2013-12-31	$10,342
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$609,357
Participant contributions at end of year	2013-12-31	$413,516
Participant contributions at beginning of year	2013-12-31	$438,456
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$21,847
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$128,397
Other income not declared elsewhere	2013-12-31	$68,593
Administrative expenses (other) incurred	2013-12-31	$544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,518,348
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,857,869
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,339,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$57,808
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,499,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$14,938,208
Interest on participant loans	2013-12-31	$22,846
Value of interest in common/collective trusts at end of year	2013-12-31	$944,615
Value of interest in common/collective trusts at beginning of year	2013-12-31	$934,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,618,709
Net investment gain or loss from common/collective trusts	2013-12-31	$4,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$195,516
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$6,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,788,074
Contract administrator fees	2013-12-31	$13,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KSJG, LLP
Accountancy firm EIN	2013-12-31	953322166
2012 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,587,297
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$729,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$652,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$755,910
Value of total assets at end of year	2012-12-31	$16,339,521
Value of total assets at beginning of year	2012-12-31	$14,481,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$77,447
Total interest from all sources	2012-12-31	$26,544
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$469,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$469,972
Administrative expenses professional fees incurred	2012-12-31	$9,772
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$411,474
Participant contributions at end of year	2012-12-31	$438,456
Participant contributions at beginning of year	2012-12-31	$551,114
Participant contributions at end of year	2012-12-31	$21,847
Participant contributions at beginning of year	2012-12-31	$10,905
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$317,164
Other income not declared elsewhere	2012-12-31	$67,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,857,565
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,339,521
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,481,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$53,085
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$14,938,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,799,383
Interest on participant loans	2012-12-31	$26,544
Value of interest in common/collective trusts at end of year	2012-12-31	$934,146
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,120,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,257,364
Net investment gain or loss from common/collective trusts	2012-12-31	$10,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$27,272
Employer contributions (assets) at end of year	2012-12-31	$6,864
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$652,285
Contract administrator fees	2012-12-31	$14,590
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KSJG, LLP
Accountancy firm EIN	2012-12-31	953322166
2011 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-253,045
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,010,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,858,030
Expenses. Certain deemed distributions of participant loans	2011-12-31	$88,642
Value of total corrective distributions	2011-12-31	$3,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$380,347
Value of total assets at end of year	2011-12-31	$14,481,956
Value of total assets at beginning of year	2011-12-31	$16,745,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$60,262
Total interest from all sources	2011-12-31	$28,178
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$283,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$283,948
Administrative expenses professional fees incurred	2011-12-31	$12,945
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$380,347
Participant contributions at end of year	2011-12-31	$551,114
Participant contributions at beginning of year	2011-12-31	$534,579
Participant contributions at end of year	2011-12-31	$10,905
Participant contributions at beginning of year	2011-12-31	$17,874
Other income not declared elsewhere	2011-12-31	$44,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-2,263,420
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,481,956
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$16,745,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$35,357
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,799,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,672,963
Interest on participant loans	2011-12-31	$28,178
Value of interest in common/collective trusts at end of year	2011-12-31	$1,120,554
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,519,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,041,358
Net investment gain or loss from common/collective trusts	2011-12-31	$50,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,858,030
Contract administrator fees	2011-12-31	$11,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KSJG, LLP
Accountancy firm EIN	2011-12-31	953322166
2010 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,564,984
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,436,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,390,281
Expenses. Certain deemed distributions of participant loans	2010-12-31	$27,671
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$552,151
Value of total assets at end of year	2010-12-31	$16,745,376
Value of total assets at beginning of year	2010-12-31	$16,616,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$18,588
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$22,411
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$263,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$263,662
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$14,346
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$547,970
Participant contributions at end of year	2010-12-31	$534,579
Participant contributions at beginning of year	2010-12-31	$316,945
Participant contributions at end of year	2010-12-31	$17,874
Participant contributions at beginning of year	2010-12-31	$24,294
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,181
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$128,444
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$16,745,376
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,616,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,672,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$14,756,497
Interest on participant loans	2010-12-31	$22,411
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$1,519,960
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,519,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,658,816
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$67,944
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,390,281
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$4,242
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KSJG, LLP
Accountancy firm EIN	2010-12-31	953322166
2009 : THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN

2023: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS 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 – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS 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 RAYMOND GROUP 401(K) RETIREMENT SAVINGS 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 RAYMOND GROUP 401(K) RETIREMENT SAVINGS 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 RAYMOND GROUP 401(K) RETIREMENT SAVINGS 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 RAYMOND GROUP 401(K) RETIREMENT SAVINGS 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 RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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
2016: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

518649-01

Policy instance

Insurance contract or identification number	518649-01
Number of Individuals Covered	102
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE RAYMOND GROUP
Employer identification number (EIN):	330782809
NAIC Classification:	238300

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	2000-06-08
Company Identification Number:	20001329713
Legal Registered Office Address:	3773 HOWARD HUGHES PKWY STE 500S LAS VEGAS United States of America (USA) 89169-6014

Plan id#	Filing Submission Date	Name of Administrator
002	2024-01-01	JAN JENSEN
002	2023-01-01
002	2023-01-01	JAN JENSEN
002	2022-01-01
002	2022-01-01	JAN JENSEN
002	2021-01-01
002	2021-01-01	JAN JENSEN
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	TOM O'BRIEN
002	2016-01-01	TOM O'BRIEN
002	2015-01-01	TOM K. O'BRIEN
002	2014-01-01	TOM K. O'BRIEN
002	2013-01-01	TOM K. O'BRIEN
002	2012-01-01	TOM K. O'BRIEN
002	2011-01-01	TOM K. O'BRIEN
002	2009-01-01	TOM OBRIEN