2023 Form 5500 filing — Robert Reiser & Company, Inc. 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 20240725150319NAL0024467200001) for Robert Reiser & Company, Inc. 401(K) Profit Sharing Plan, reported by Robert Reiser & Company, Inc. under EIN 04-2014453 and plan number 001. It reports 639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725150319NAL0024467200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert Reiser & Company, Inc.
- EIN
- 04-2014453
- Plan number
- 001
- Location
- Canton, MA
- Participants
- 639
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,147,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,147,760
- Employer contributions
- $2,276,279
- Participant contributions
- $5,644,856
- Total income / additions
- $20,821,350
- Benefits paid
- $3,427,399
- Administrative expenses
- $8,698
- Total expenses
- $3,436,097
- Net increase / (decrease)
- $17,385,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | CONSULTANT | $10,693 | not reported in the loaded dataset |
| Fidelity Inv Inst Op Co LLC | RECORDKEEPER | -$4,088 | $0 |