2023 Form 5500 filing — Reliance, Inc. Employee Stock Ownership 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 20240917162443NAL0004432976001) for Reliance, Inc. Employee Stock Ownership Plan, reported by Reliance, Inc. under EIN 95-1142616 and plan number 008. It reports 1,618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$94.9MReported net assets$94,854,834
Participants1.6K1,618
Provider compensation$7.5K1 Schedule C row(s)$7,471
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240917162443NAL0004432976001
- Plan sponsor
- Reliance, Inc.
- EIN
- 95-1142616
- Plan number
- 008
- Location
- Scottsdale, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$94.9M total assets
Net assets$94.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $94,854,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,854,834
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $28,116,978
- Benefits paid
- $7,313,440
- Administrative expenses
- $7,471
- Total expenses
- $7,320,911
- Net increase / (decrease)
- $20,796,067
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $7,471 | not reported in the loaded dataset |