2023 Form 5500 filing — Reece Albert, Inc. 401(K) Savings 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 20241001133629NAL0004046179001) for Reece Albert, Inc. 401(K) Savings Plan, reported by Reece Albert, Inc. under EIN 75-1285072 and plan number 001. It reports 485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001133629NAL0004046179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reece Albert, Inc.
- EIN
- 75-1285072
- Plan number
- 001
- Location
- San Angelo, TX
- Participants
- 485
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,234,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,234,506
- Participant contributions
- $1,538,925
- Total income / additions
- $4,495,549
- Benefits paid
- $2,258,763
- Administrative expenses
- $111,297
- Total expenses
- $2,370,060
- Net increase / (decrease)
- $2,125,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $74,907 | not reported in the loaded dataset |
| Armstrong, Backus And Co., Llp | NONE | $20,500 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $15,890 | $0 |