2023 Form 5500 filing — Western Region Retirement Trust 401(K) And Regular 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 20241015104024NAL0016163811001) for Western Region Retirement Trust 401(K) And Regular Profit Sharing Plan, reported by Reed Family Companies under EIN 94-2208599 and plan number 006. It reports 732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104024NAL0016163811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reed Family Companies
- EIN
- 94-2208599
- Plan number
- 006
- Location
- Modesto, CA
- Participants
- 732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,699,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,699,752
- Employer contributions
- $2,714,590
- Participant contributions
- $2,452,419
- Total income / additions
- $12,119,522
- Benefits paid
- $3,136,412
- Administrative expenses
- $242,378
- Total expenses
- $3,450,008
- Net increase / (decrease)
- $8,669,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cutler Investment Group | INVESTMENT ADVISOR | $102,961 | not reported in the loaded dataset |
| Profession Capital Services, LLC | CONTRACT ADMINISTRATOR | $92,086 | not reported in the loaded dataset |
| Pentegra Services, Inc. | CONTRACT ADMINISTRATOR | $34,332 | not reported in the loaded dataset |
| Empower Annuity Insurance Of Americ | RECORDKEEPER | $11,670 | $0 |