Reed Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Reed Associates, 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, Reed Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Reed Associates, Inc under EIN 23-1895838 and plan number 003. The latest loaded filing year is 2023. The filing reports 13 participants and $3,550,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reed Associates, Inc
- EIN
- 23-1895838
- Plan number
- 003
- Plan type
- 2
- Location
- Hatfield, PA
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $3,550,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20241011103118NAL0043327522001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,550,310
- Total liabilities (EOY)
- $10,612
- Net assets (EOY)
- $3,539,698
- Net assets (BOY)
- $3,494,317
Income & contributions
- Employer contributions
- $164,169
- Total income / additions
- $390,477
Expenses & distributions
- Benefits paid
- $345,096
- Total expenses
- $345,096
- Net increase / (decrease)
- $45,381
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.