The Reese Group, 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, The Reese Group, Inc. (EIN 62-1077825) is a plan sponsor located in Nashville, TN with 2 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
62-1077825
Location
Nashville, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,818,618
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,818,618

Contributions & income

Employer contributions
$35,533
Participant contributions
$523,753
Total income / additions
$1,598,966

Expenses & distributions

Benefits paid / distributions
$273,568
Total expenses
$294,785
Net increase / (decrease)
$1,304,181

Coverage

Total reported participants
227
Plans with financial statements
1
Plans with provider compensation
1

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

The Reese Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Reese Group, Inc. 401(K) Plan001131$7,818,6182023
The Reese Group, Inc. Health And Welfare Benefit Plan50196not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Reese Group, Inc.
YearPlanParticipantsSchedulesFiling
2023The Reese Group, Inc. 401(K) Plan131H, C20240703142045NAL0004442739001
2023The Reese Group, Inc. Health And Welfare Benefit Plan9620240712130901NAL0010036787001

Related Form 5500 pages