2023 Form 5500 filing — Reed City Group, LLC 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 20240912092458NAL0009884497001) for Reed City Group, LLC 401(K) Plan, reported by Reed City Group, LLC under EIN 27-1173056 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912092458NAL0009884497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reed City Group, LLC
- EIN
- 27-1173056
- Plan number
- 001
- Location
- Reed City, MI
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,989,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,989,465
- Employer contributions
- $292,156
- Participant contributions
- $475,411
- Total income / additions
- $2,035,410
- Benefits paid
- $794,981
- Administrative expenses
- $34,222
- Total expenses
- $829,545
- Net increase / (decrease)
- $1,205,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newsquare Capital, LLC | ADVISOR | $17,602 | not reported in the loaded dataset |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $16,620 | not reported in the loaded dataset |