Retzer Resources, Inc. 401(K) Plan — Form 5500 plan (Retzer Resources, 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, Retzer Resources, Inc. 401(K) Plan is a benefit plan reported by Retzer Resources, Inc. under EIN 64-0531354 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,780 participants and $102,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retzer Resources, Inc.
- EIN
- 64-0531354
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, MS
- Latest filing year
- 2023
- Participants
- 1,780
- End-of-year plan assets
- $102,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,780 | H, C | 20241015095755NAL0016098259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,302
- Net assets (BOY)
- $4,382,668
Income & contributions
- Employer contributions
- $119,860
- Participant contributions
- $288,862
- Total contributions
- $408,722
- Total income / additions
- $822,229
Expenses & distributions
- Benefits paid
- $191,049
- Administrative expenses
- $51,824
- Total expenses
- $242,873
- Net increase / (decrease)
- $579,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Guaranty Private Wealth, LLC | INVESTMENT ADVISOR | $5,146 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,600 | $500 | 2023 |
| Wilshire Associates Inc(Usa) | INVESTMENT ADVISOR | $1,214 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retzer Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Greenville, MS
- Guaranty Private Wealth, LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc(Usa) — Schedule C compensation