2023 Form 5500 filing — Reli Group 401(K) 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 20241011053130NAL0010626131001) for Reli Group 401(K) Profit Sharing Plan And Trust, reported by Reli Group, Inc. under EIN 46-2152555 and plan number 001. It reports 589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011053130NAL0010626131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reli Group, Inc.
- EIN
- 46-2152555
- Plan number
- 001
- Location
- Catonsville, MD
- Participants
- 589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,301,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,301,048
- Employer contributions
- $1,018,472
- Participant contributions
- $2,380,440
- Total income / additions
- $7,222,855
- Benefits paid
- $912,414
- Administrative expenses
- $84,571
- Total expenses
- $1,006,142
- Net increase / (decrease)
- $6,216,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $73,391 | not reported in the loaded dataset |
| Wilshire Associates,Inc. | ADVISOR | $2,545 | not reported in the loaded dataset |