Reid & Miller, Inc. Retirement Plan — Form 5500 plan (Reid & Miller, 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, Reid & Miller, Inc. Retirement Plan is a benefit plan reported by Reid & Miller, Inc. under EIN 61-1867173 and plan number 001. The latest loaded filing year is 2023. The filing reports 65 participants and $14,327,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reid & Miller, Inc.
EIN
61-1867173
Plan number
001
Plan type
2
Location
Alachua, FL
Latest filing year
2023
Participants
65
End-of-year plan assets
$14,327,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202365I20240802090027NAL0040490928001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$14,327,034
Net assets (EOY)
$14,327,034
Net assets (BOY)
$9,517,063

Income & contributions

Participant contributions
$94,089
Total income / additions
$4,842,727

Expenses & distributions

Benefits paid
$5,976
Total expenses
$32,756
Net increase / (decrease)
$4,809,971

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages