Reed City Group, LLC 401(K) Plan — Form 5500 plan (Reed City Group, LLC)

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 City Group, LLC 401(K) Plan is a benefit plan reported by Reed City Group, LLC under EIN 27-1173056 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $5,989,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reed City Group, LLC
EIN
27-1173056
Plan number
001
Plan type
2
Location
Reed City, MI
Latest filing year
2023
Participants
229
End-of-year plan assets
$5,989,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20240912092458NAL0009884497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,989,465
Total liabilities (EOY)
$0
Net assets (EOY)
$5,989,465
Net assets (BOY)
$4,783,600

Income & contributions

Employer contributions
$292,156
Participant contributions
$475,411
Total contributions
$1,201,198
Total income / additions
$2,035,410

Expenses & distributions

Benefits paid
$794,981
Administrative expenses
$34,222
Total expenses
$829,545
Net increase / (decrease)
$1,205,865

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newsquare Capital, LLCADVISOR$17,602not reported in the loaded dataset2023
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$16,620not reported in the loaded dataset2023

Related Form 5500 pages