Reed Associates, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Reed Associates, Inc (EIN 23-1895838) is a plan sponsor located in Hatfield, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1895838
Location
Hatfield, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,550,310
Total reported liabilities (EOY)
$10,612
Total reported net assets (EOY)
$3,539,698

Contributions & income

Employer contributions
$164,169
Total income / additions
$390,477

Expenses & distributions

Benefits paid / distributions
$345,096
Total expenses
$345,096
Net increase / (decrease)
$45,381

Coverage

Total reported participants
13
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Reed Associates, Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Reed Associates, Inc. Employee Stock Ownership Plan00313$3,550,3102023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Reed Associates, Inc
YearPlanParticipantsSchedulesFiling
2023Reed Associates, Inc. Employee Stock Ownership Plan13I20241011103118NAL0043327522001

Related Form 5500 pages