Dewild Grant Reckert & Associates 401(K) Profit Sharing Plan — Form 5500 plan (Dewild Grant Reckert & Associates)
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, Dewild Grant Reckert & Associates 401(K) Profit Sharing Plan is a benefit plan reported by Dewild Grant Reckert & Associates under EIN 42-0895249 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $85,871,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dewild Grant Reckert & Associates
- EIN
- 42-0895249
- Plan number
- 001
- Plan type
- 2
- Location
- Rock Rapids, IA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $85,871,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240724140244NAL0020499184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,871,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,871,301
- Net assets (BOY)
- $70,873,834
Income & contributions
- Employer contributions
- $3,722,653
- Participant contributions
- $1,801,281
- Total contributions
- $5,525,576
- Total income / additions
- $17,662,365
Expenses & distributions
- Benefits paid
- $2,155,011
- Administrative expenses
- $202,979
- Total expenses
- $2,664,898
- Net increase / (decrease)
- $14,997,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services, Inc. | NONE | $187,946 | $0 | 2023 |
| Redhawk Wealth Advisors | NONE | $15,033 | not reported in the loaded dataset | 2023 |