Western Region Retirement Trust 401(K) And Regular Profit Sharing Plan — Form 5500 plan (Reed Family Companies)
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, Western Region Retirement Trust 401(K) And Regular Profit Sharing Plan is a benefit plan reported by Reed Family Companies under EIN 94-2208599 and plan number 006. The latest loaded filing year is 2023. The filing reports 732 participants and $53,699,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reed Family Companies
- EIN
- 94-2208599
- Plan number
- 006
- Plan type
- 2
- Location
- Modesto, CA
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $53,699,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H, C | 20241015104024NAL0016163811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,699,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,699,752
- Net assets (BOY)
- $45,030,238
Income & contributions
- Employer contributions
- $2,714,590
- Participant contributions
- $2,452,419
- Total contributions
- $5,391,139
- Total income / additions
- $12,119,522
Expenses & distributions
- Benefits paid
- $3,136,412
- Administrative expenses
- $242,378
- Total expenses
- $3,450,008
- Net increase / (decrease)
- $8,669,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cutler Investment Group | INVESTMENT ADVISOR | $102,961 | not reported in the loaded dataset | 2023 |
| Profession Capital Services, LLC | CONTRACT ADMINISTRATOR | $92,086 | not reported in the loaded dataset | 2023 |
| Pentegra Services, Inc. | CONTRACT ADMINISTRATOR | $34,332 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Of Americ | RECORDKEEPER | $11,670 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reed Family Companies
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Modesto, CA
- Cutler Investment Group — Schedule C compensation
- Profession Capital Services, LLC — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Empower Annuity Insurance Of Americ — Schedule C compensation