2023 Form 5500 filing — Reo Plastics, Inc. Retirement 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 20240726130734NAL0015470449001) for Reo Plastics, Inc. Retirement Plan, reported by Reo Plastics, Inc. under EIN 41-0850792 and plan number 002. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726130734NAL0015470449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reo Plastics, Inc.
- EIN
- 41-0850792
- Plan number
- 002
- Location
- Maple Grove, MN
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,434,977
- Total liabilities (EOY)
- $8,112
- Net assets (EOY)
- $6,426,865
- Employer contributions
- $205,528
- Participant contributions
- $597,611
- Total income / additions
- $1,971,972
- Benefits paid
- $543,923
- Administrative expenses
- $74,261
- Total expenses
- $637,601
- Net increase / (decrease)
- $1,334,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Christensen Group Financial LLC | INVESTMENT ADVISOR | $28,239 | not reported in the loaded dataset |
| Mcgladrey Llp | OTHER | $18,900 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,547 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,614 | not reported in the loaded dataset |