Reli Group 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Reli Group, 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, Reli Group 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Reli Group, Inc. under EIN 46-2152555 and plan number 001. The latest loaded filing year is 2023. The filing reports 589 participants and $17,301,048 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reli Group, Inc.
EIN
46-2152555
Plan number
001
Plan type
2
Location
Catonsville, MD
Latest filing year
2023
Participants
589
End-of-year plan assets
$17,301,048

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023589H, C20241011053130NAL0010626131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,301,048
Total liabilities (EOY)
$0
Net assets (EOY)
$17,301,048
Net assets (BOY)
$11,084,335

Income & contributions

Employer contributions
$1,018,472
Participant contributions
$2,380,440
Total contributions
$4,887,277
Total income / additions
$7,222,855

Expenses & distributions

Benefits paid
$912,414
Administrative expenses
$84,571
Total expenses
$1,006,142
Net increase / (decrease)
$6,216,713

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$73,391not reported in the loaded dataset2023
Wilshire Associates,Inc.ADVISOR$2,545not reported in the loaded dataset2023

Related Form 5500 pages