2023 Form 5500 filing — Reece Supply Company Profit Sharing Plan And Trust
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 20241001143610NAL0007299745001) for Reece Supply Company Profit Sharing Plan And Trust, reported by Reece Supply Company, Inc. under EIN 75-0783034 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001143610NAL0007299745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reece Supply Company, Inc.
- EIN
- 75-0783034
- Plan number
- 001
- Location
- Irving, TX
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,093,344
- Total liabilities (EOY)
- $930
- Net assets (EOY)
- $12,092,414
- Employer contributions
- $303,231
- Participant contributions
- $675,942
- Total income / additions
- $2,760,069
- Benefits paid
- $658,947
- Administrative expenses
- $64,381
- Total expenses
- $723,328
- Net increase / (decrease)
- $2,036,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Asset Management, Inc | NONE | $51,664 | not reported in the loaded dataset |
| Belpointe Asset Management, LLC | NONE | $6,474 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $6,243 | $80 |
| Charles Schwab & Co., Inc. | NONE | $17 | not reported in the loaded dataset |