Rei Holding Company Formerly Residential Elevators, Inc. 401(K) Plan — Form 5500 plan (Rei Holding Company)
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, Rei Holding Company Formerly Residential Elevators, Inc. 401(K) Plan is a benefit plan reported by Rei Holding Company under EIN 45-4174234 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $9,239,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rei Holding Company
- EIN
- 45-4174234
- Plan number
- 001
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $9,239,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20250211153559NAL0010097987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,239,272
- Total liabilities (EOY)
- $213
- Net assets (EOY)
- $9,239,059
- Net assets (BOY)
- $7,697,168
Income & contributions
- Employer contributions
- $374,567
- Participant contributions
- $732,958
- Total contributions
- $1,107,525
- Total income / additions
- $2,395,317
Expenses & distributions
- Benefits paid
- $773,648
- Administrative expenses
- $79,778
- Total expenses
- $853,426
- Net increase / (decrease)
- $1,541,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth | INVESTMENT ADVISOR | $33,654 | not reported in the loaded dataset | 2023 |
| Latitude Service Company Inc | TPA | $20,684 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,953 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rei Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Northwestern Mutual Wealth — Schedule C compensation
- Latitude Service Company Inc — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation