2023 Form 5500 filing — Retirement Plan For Employees Of Block Distributing Company, Ltd
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 20250403163446NAL0010549521001) for Retirement Plan For Employees Of Block Distributing Company, Ltd, reported by Republic National Distributing Company, LLC under EIN 76-0515846 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403163446NAL0010549521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Republic National Distributing Company, LLC
- EIN
- 76-0515846
- Plan number
- 001
- Location
- Schertz, TX
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,188,170
- Net assets (EOY)
- $23,188,170
- Employer contributions
- $330,000
- Total income / additions
- $3,372,253
- Benefits paid
- $1,488,445
- Administrative expenses
- $168,784
- Total expenses
- $1,657,229
- Net increase / (decrease)
- $1,715,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | ACTUARY | $33,098 | not reported in the loaded dataset |
| Frost Bank | TRUSTEE | $32,898 | not reported in the loaded dataset |