2023 Form 5500 filing — Dewild Grant Reckert & Associates 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724140244NAL0020499184001) for Dewild Grant Reckert & Associates 401(K) Profit Sharing Plan, reported by Dewild Grant Reckert & Associates under EIN 42-0895249 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724140244NAL0020499184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dewild Grant Reckert & Associates
- EIN
- 42-0895249
- Plan number
- 001
- Location
- Rock Rapids, IA
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,871,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,871,301
- Employer contributions
- $3,722,653
- Participant contributions
- $1,801,281
- Total income / additions
- $17,662,365
- Benefits paid
- $2,155,011
- Administrative expenses
- $202,979
- Total expenses
- $2,664,898
- Net increase / (decrease)
- $14,997,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc. | NONE | $187,946 | $0 |
| Redhawk Wealth Advisors | NONE | $15,033 | not reported in the loaded dataset |