2023 Form 5500 filing — Reliant Holdings, Ltd. 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 20241015141227NAL0016588115001) for Reliant Holdings, Ltd. 401(K) Plan, reported by Reliant Holdings, Ltd. under EIN 75-2230373 and plan number 001. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141227NAL0016588115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reliant Holdings, Ltd.
- EIN
- 75-2230373
- Plan number
- 001
- Location
- Pampa, TX
- Participants
- 425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,520,874
- Net assets (EOY)
- $14,520,874
- Employer contributions
- $849,999
- Participant contributions
- $1,138,749
- Total income / additions
- $3,863,844
- Benefits paid
- $1,082,214
- Administrative expenses
- $59,053
- Total expenses
- $1,141,267
- Net increase / (decrease)
- $2,722,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $41,758 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $19,375 | $0 |
| Kestra Investment Services | BROKER/ ADVISOR | $0 | $17,055 |
| Retirementplans.Com | CONTRACT ADMIN | $1,050 | $0 |