Plan5500

R & E Automated Systems, LLC 401(K) Profit Sharing Plan — Form 5500 plan (R & E Automated Systems, 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, R & E Automated Systems, LLC 401(K) Profit Sharing Plan is a benefit plan reported by R & E Automated Systems, LLC under EIN 35-2270088 and plan number 001. The latest loaded filing year is 2023. The filing reports 665 participants and $21,279,991 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.3MPlan net assets, end of year$21,279,991
Participants665Covered participants reported
Assets / participant$32KComputed: assets ÷ participants$32,000 (computed)
Provider compensation$96.8K4 Schedule C provider row(s)$96,787
Plan sponsor
R & E Automated Systems, LLC
EIN
35-2270088
Plan number
001
Plan type
2
Location
Bruce Township, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    665 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21.3M total assets
Net assets$21.3MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$404.4K
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$21,279,991
Total liabilities (EOY)
$0
Net assets (EOY)
$21,279,991
Net assets (BOY)
$17,150,707

Income & contributions

Employer contributions
$404,420
Participant contributions
$2,097,665
Total contributions
$2,521,547
Total income / additions
$5,593,412

Expenses & distributions

Benefits paid
$1,365,619
Administrative expenses
$96,788
Total expenses
$1,464,128
Net increase / (decrease)
$4,129,284
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Northwestern Mutual Investment Svcs$42.7K
    BROKER/ADVISER · Direct $0 · Indirect $42.7K
  2. 2
    Empower Annuity Insurance Company O$32.5K
    RECORDKEEPER · Direct $32.5K · Indirect $0
  3. 3
    Empower Advisory Group, LLC$14.4K
    INVESTMENT MGMT · Direct $14.4K
  4. 4
    Envestnet Retirement Solutions, LLC$7.2K
    OTHER · Direct $7.2K

Related Form 5500 pages