Reach Unlimited 401(K) Retirement Plan — Form 5500 plan (Reach Unlimited, 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, Reach Unlimited 401(K) Retirement Plan is a benefit plan reported by Reach Unlimited, Inc. under EIN 76-0079085 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $3,987,223 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reach Unlimited, Inc.
EIN
76-0079085
Plan number
002
Plan type
2
Location
Cypress, TX
Latest filing year
2023
Participants
181
End-of-year plan assets
$3,987,223

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20240923124357NAL0011441233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,987,223
Total liabilities (EOY)
$0
Net assets (EOY)
$3,987,223
Net assets (BOY)
$3,289,871

Income & contributions

Employer contributions
$161,113
Participant contributions
$314,604
Total contributions
$479,799
Total income / additions
$1,031,910

Expenses & distributions

Benefits paid
$301,730
Administrative expenses
$32,828
Total expenses
$334,558
Net increase / (decrease)
$697,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$2,772not reported in the loaded dataset2023
Wilshire AssociatesRIA$723not reported in the loaded dataset2023

Related Form 5500 pages