2023 Form 5500 filing — Reeves Young Profit Sharing 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 20241014144241NAL0026444977001) for Reeves Young Profit Sharing Plan, reported by Reeves Young, LLC under EIN 46-4674821 and plan number 001. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144241NAL0026444977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reeves Young, LLC
- EIN
- 46-4674821
- Plan number
- 001
- Location
- Sugar Hill, GA
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,505,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,505,958
- Employer contributions
- $906,958
- Participant contributions
- $1,850,853
- Total income / additions
- $5,267,590
- Benefits paid
- $1,225,967
- Administrative expenses
- $88,843
- Total expenses
- $1,371,392
- Net increase / (decrease)
- $3,896,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual | INVESTMENT ADVISOR | $37,203 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $33,318 | $0 |
| Erisa Services Of Ga, Inc. | CONTRACT ADMIN | $7,500 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,314 | not reported in the loaded dataset |
| Northwestern Mutual | BROKER/OTHER | $119 | $0 |