Reelcraft 401(K) Plan — Form 5500 plan (Reelcraft Holdings, LLC)
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, Reelcraft 401(K) Plan is a benefit plan reported by Reelcraft Holdings, LLC under EIN 82-1514096 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $6,707,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reelcraft Holdings, LLC
- EIN
- 82-1514096
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia City, IN
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $6,707,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20240709080747NAL0007728883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,707,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,707,099
- Net assets (BOY)
- $4,873,460
Income & contributions
- Employer contributions
- $689,238
- Participant contributions
- $737,050
- Total contributions
- $1,675,152
- Total income / additions
- $2,559,620
Expenses & distributions
- Benefits paid
- $664,836
- Administrative expenses
- $61,145
- Total expenses
- $725,981
- Net increase / (decrease)
- $1,833,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $31,089 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,881 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reelcraft Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Columbia City, IN
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation