Reconserve 401(K) Plan — Form 5500 plan (Reconserve, 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, Reconserve 401(K) Plan is a benefit plan reported by Reconserve, Inc. under EIN 95-2466182 and plan number 002. The latest loaded filing year is 2023. The filing reports 407 participants and $16,168,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reconserve, Inc.
EIN
95-2466182
Plan number
002
Plan type
2
Location
Santa Monica, CA
Latest filing year
2023
Participants
407
End-of-year plan assets
$16,168,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023407H, C20240917131508NAL0001135843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,168,661
Total liabilities (EOY)
$0
Net assets (EOY)
$16,168,661
Net assets (BOY)
$14,312,468

Income & contributions

Employer contributions
$266,260
Participant contributions
$1,137,077
Total contributions
$1,467,780
Total income / additions
$3,616,792

Expenses & distributions

Benefits paid
$1,678,395
Administrative expenses
$54,813
Total expenses
$1,760,599
Net increase / (decrease)
$1,856,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shuster Advisory Group LLCINVESTMENT ADVISOR$30,523$13,0202023
Empower Annuity Insurance CompanyRECORDKEEPER$41,180$02023

Related Form 5500 pages