Rac/Ser Salaried Employees' 401(K) Plan — Form 5500 plan (Reading Anthracite Company)
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, Rac/Ser Salaried Employees' 401(K) Plan is a benefit plan reported by Reading Anthracite Company under EIN 23-1596668 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $18,535,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reading Anthracite Company
- EIN
- 23-1596668
- Plan number
- 001
- Plan type
- 3
- Location
- Pottsville, PA
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $18,535,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241001083011NAL0006803521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,535,240
- Total liabilities (EOY)
- $31,416
- Net assets (EOY)
- $18,503,824
- Net assets (BOY)
- $15,270,629
Income & contributions
- Employer contributions
- $320,880
- Participant contributions
- $604,990
- Total contributions
- $1,227,523
- Total income / additions
- $3,888,054
Expenses & distributions
- Benefits paid
- $597,486
- Administrative expenses
- $57,373
- Total expenses
- $654,859
- Net increase / (decrease)
- $3,233,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | NONE | $49,007 | $4,333 | 2023 |
| Lpl Financial, LLC | NONE | $0 | $38,474 | 2023 |
| Leafhouse Financial Advisors, LLC | NONE | $6,847 | not reported in the loaded dataset | 2023 |
| Debbie Fehr | TPA | $1,530 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reading Anthracite Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pottsville, PA
- Nationwide — Schedule C compensation
- Lpl Financial, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Debbie Fehr — Schedule C compensation