Reliant Funding 401(K) Plan — Form 5500 plan (Reliant Funding)
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, Reliant Funding 401(K) Plan is a benefit plan reported by Reliant Funding under EIN 36-4651438 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reliant Funding
- EIN
- 36-4651438
- Plan number
- 001
- Plan type
- 2
- Location
- Woodbury, NY
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20240909070456NAL0007320528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $3,837,601
Income & contributions
- Employer contributions
- $130,584
- Participant contributions
- $219,685
- Total contributions
- $350,269
- Total income / additions
- $619,625
Expenses & distributions
- Benefits paid
- $4,333,846
- Administrative expenses
- $123,236
- Total expenses
- $4,457,226
- Net increase / (decrease)
- -$3,837,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Grassi & Co., Cpas, P.C. | AUDITOR | $87,036 | not reported in the loaded dataset | 2023 |
| John Hancock Life U.S.A. | RECORDKEEPER | $29,131 | $0 | 2023 |
| The Benefit Practice | TPA | $6,925 | $0 | 2023 |