Rei Systems, Inc. 401(K) Plan — Form 5500 plan (Rei Systems, 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, Rei Systems, Inc. 401(K) Plan is a benefit plan reported by Rei Systems, Inc under EIN 54-1650603 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,148 participants and $148,708,944 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rei Systems, Inc
EIN
54-1650603
Plan number
001
Plan type
2
Location
Chantilly, VA
Latest filing year
2023
Participants
1,148
End-of-year plan assets
$148,708,944

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,148H, C20241015132901NAL0014719123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,708,944
Total liabilities (EOY)
$0
Net assets (EOY)
$148,708,944
Net assets (BOY)
$110,582,620

Income & contributions

Employer contributions
$3,817,077
Participant contributions
$10,557,847
Total contributions
$16,598,194
Total income / additions
$44,610,660

Expenses & distributions

Benefits paid
$6,431,356
Administrative expenses
$52,437
Total expenses
$6,484,336
Net increase / (decrease)
$38,126,324

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$30,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$20,908not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,529$02023

Related Form 5500 pages