2023 Form 5500 filing — Reid Middleton, Inc. 401(K) Retirement 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 20241007162557NAL0009046483001) for Reid Middleton, Inc. 401(K) Retirement Plan, reported by Reid Middleton Inc under EIN 91-0714387 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007162557NAL0009046483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reid Middleton Inc
- EIN
- 91-0714387
- Plan number
- 001
- Location
- Everett, WA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,503,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,503,598
- Employer contributions
- $611,755
- Participant contributions
- $1,024,417
- Total income / additions
- $7,319,025
- Benefits paid
- $2,224,084
- Administrative expenses
- $10,285
- Total expenses
- $2,234,369
- Net increase / (decrease)
- $5,084,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc | NONE | $10,285 | $0 |
| Baron Funds | NONE | $0 | $0 |
| Jpmorgan Large Cap Growth R6 | NONE | $0 | $0 |