2023 Form 5500 filing — Rac/Ser Salaried Employees' 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 20241001083011NAL0006803521001) for Rac/Ser Salaried Employees' 401(K) Plan, reported by Reading Anthracite Company under EIN 23-1596668 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001083011NAL0006803521001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Reading Anthracite Company
- EIN
- 23-1596668
- Plan number
- 001
- Location
- Pottsville, PA
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,535,240
- Total liabilities (EOY)
- $31,416
- Net assets (EOY)
- $18,503,824
- Employer contributions
- $320,880
- Participant contributions
- $604,990
- Total income / additions
- $3,888,054
- Benefits paid
- $597,486
- Administrative expenses
- $57,373
- Total expenses
- $654,859
- Net increase / (decrease)
- $3,233,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $49,007 | $4,333 |
| Lpl Financial, LLC | NONE | $0 | $38,474 |
| Leafhouse Financial Advisors, LLC | NONE | $6,847 | not reported in the loaded dataset |
| Debbie Fehr | TPA | $1,530 | not reported in the loaded dataset |