Rainey, Kizer, Reviere & Bell 401(K) Plan — Form 5500 plan (Rainey, Kizer, Reviere & Bell Plc)
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, Rainey, Kizer, Reviere & Bell 401(K) Plan is a benefit plan reported by Rainey, Kizer, Reviere & Bell Plc under EIN 62-0933527 and plan number 001. The latest loaded filing year is 2023. The filing reports 93 participants and $37,984,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rainey, Kizer, Reviere & Bell Plc
- EIN
- 62-0933527
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, TN
- Latest filing year
- 2023
- Participants
- 93
- End-of-year plan assets
- $37,984,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 93 | I | 20241126100007NAL0011867714002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $37,984,318
- Net assets (EOY)
- $37,984,318
- Net assets (BOY)
- $34,518,359
Income & contributions
- Employer contributions
- $803,626
- Participant contributions
- $440,820
- Total income / additions
- $4,508,549
Expenses & distributions
- Benefits paid
- $992,598
- Total expenses
- $1,042,590
- Net increase / (decrease)
- $3,465,959
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.