2023 Form 5500 filing — Retzer Resources, Inc. 401(K) 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 20241015095755NAL0016098259001) for Retzer Resources, Inc. 401(K) Plan, reported by Retzer Resources, Inc. under EIN 64-0531354 and plan number 001. It reports 1,780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095755NAL0016098259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retzer Resources, Inc.
- EIN
- 64-0531354
- Plan number
- 001
- Location
- Greenville, MS
- Participants
- 1,780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,302
- Employer contributions
- $119,860
- Participant contributions
- $288,862
- Total income / additions
- $822,229
- Benefits paid
- $191,049
- Administrative expenses
- $51,824
- Total expenses
- $242,873
- Net increase / (decrease)
- $579,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guaranty Private Wealth, LLC | INVESTMENT ADVISOR | $5,146 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,600 | $500 |
| Wilshire Associates Inc(Usa) | INVESTMENT ADVISOR | $1,214 | $0 |