2023 Form 5500 filing — Rea & Associates, Inc. 401k Profit Sharing Plan And Trust
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 20250812144156NAL0004382563001) for Rea & Associates, Inc. 401k Profit Sharing Plan And Trust, reported by Rea & Associates, Inc. under EIN 34-1310124 and plan number 001. It reports 584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812144156NAL0004382563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rea & Associates, Inc.
- EIN
- 34-1310124
- Plan number
- 001
- Location
- New Philadelphia, OH
- Participants
- 584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,823,090
- Net assets (EOY)
- $95,823,090
- Employer contributions
- $2,309,720
- Participant contributions
- $3,954,624
- Total income / additions
- $28,203,219
- Benefits paid
- $6,115,632
- Administrative expenses
- $10,278
- Total expenses
- $6,126,526
- Net increase / (decrease)
- $22,076,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $10,278 | $0 |