Reo Plastics, Inc. Retirement Plan — Form 5500 plan (Reo Plastics, 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, Reo Plastics, Inc. Retirement Plan is a benefit plan reported by Reo Plastics, Inc. under EIN 41-0850792 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $6,434,977 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reo Plastics, Inc.
EIN
41-0850792
Plan number
002
Plan type
2
Location
Maple Grove, MN
Latest filing year
2023
Participants
190
End-of-year plan assets
$6,434,977

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20240726130734NAL0015470449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,434,977
Total liabilities (EOY)
$8,112
Net assets (EOY)
$6,426,865
Net assets (BOY)
$5,092,494

Income & contributions

Employer contributions
$205,528
Participant contributions
$597,611
Total contributions
$1,054,229
Total income / additions
$1,971,972

Expenses & distributions

Benefits paid
$543,923
Administrative expenses
$74,261
Total expenses
$637,601
Net increase / (decrease)
$1,334,371

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Christensen Group Financial LLCINVESTMENT ADVISOR$28,239not reported in the loaded dataset2023
Mcgladrey LlpOTHER$18,900not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$16,547$02023
Empower Advisory Group, LLCINVESTMENT MGMT$3,614not reported in the loaded dataset2023

Related Form 5500 pages