Resource Logistics Inc. 401(K) Plan — Form 5500 plan (Resource Logistics Inc.)
Plain-English plan 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, Resource Logistics Inc. 401(K) Plan is a benefit plan reported by Resource Logistics Inc. under EIN 22-3529088 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $4,357,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Resource Logistics Inc.
- EIN
- 22-3529088
- Plan number
- 001
- Plan type
- 2
- Location
- East Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $4,357,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20241011160902NAL0045061090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,357,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,357,663
- Net assets (BOY)
- $3,568,303
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $811,213
- Total contributions
- $821,727
- Total income / additions
- $1,548,745
Expenses & distributions
- Benefits paid
- $752,766
- Administrative expenses
- $6,556
- Total expenses
- $759,385
- Net increase / (decrease)
- $789,360
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Park Avenue Securities | ADVISOR | $0 | $13,943 | 2023 |
| Joseph Chen & Zhu Llp | ACCOUNTANT/AUDITOR | $5,500 | not reported in the loaded dataset | 2023 |
| Apw Capital Inc | ADVISOR | $0 | $4,781 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,056 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Resource Logistics Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in East Brunswick, NJ
- Park Avenue Securities — Schedule C compensation
- Joseph Chen & Zhu Llp — Schedule C compensation
- Apw Capital Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation