2023 Form 5500 filing — The Reese Group, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703142045NAL0004442739001) for The Reese Group, Inc. 401(K) Plan, reported by The Reese Group, Inc. under EIN 62-1077825 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703142045NAL0004442739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Reese Group, Inc.
- EIN
- 62-1077825
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,818,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,818,618
- Employer contributions
- $35,533
- Participant contributions
- $523,753
- Total income / additions
- $1,598,966
- Benefits paid
- $273,568
- Administrative expenses
- $21,217
- Total expenses
- $294,785
- Net increase / (decrease)
- $1,304,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ipi Wealth Management Inc | INVESTMENT ADVISOR | $13,871 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $5,377 | $0 |
| Empower Advisor Group, LLC | INVESTMENT MGMT | $2,244 | not reported in the loaded dataset |
| Stones River Consulting Inc | CONTRACT ADMIN | $825 | not reported in the loaded dataset |