The Reliable Of Milwaukee 401(K) Retirement Savings Plan — Form 5500 plan (Reliable Of Milwaukee)
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, The Reliable Of Milwaukee 401(K) Retirement Savings Plan is a benefit plan reported by Reliable Of Milwaukee under EIN 39-0564740 and plan number 006. The latest loaded filing year is 2023. The filing reports 163 participants and $4,550,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reliable Of Milwaukee
- EIN
- 39-0564740
- Plan number
- 006
- Plan type
- 2
- Location
- West Allis, WI
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $4,550,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241015093832NAL0056823042002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,550,519
- Net assets (EOY)
- $4,550,519
- Net assets (BOY)
- $4,546,908
Income & contributions
- Employer contributions
- $68,009
- Participant contributions
- $458,205
- Total contributions
- $543,670
- Total income / additions
- $1,116,592
Expenses & distributions
- Benefits paid
- $1,087,512
- Administrative expenses
- $25,469
- Total expenses
- $1,112,981
- Net increase / (decrease)
- $3,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Advisors, LLC | ADVISOR | $13,870 | $5 | 2023 |
| Minnesota Life Insurance Company | NONE | $10,045 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $1,554 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reliable Of Milwaukee
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in West Allis, WI
- Equitable Advisors, LLC — Schedule C compensation
- Minnesota Life Insurance Company — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation