2023 Form 5500 filing — Reconserve 401(K) 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 20240917131508NAL0001135843001) for Reconserve 401(K) Plan, reported by Reconserve, Inc. under EIN 95-2466182 and plan number 002. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917131508NAL0001135843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reconserve, Inc.
- EIN
- 95-2466182
- Plan number
- 002
- Location
- Santa Monica, CA
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,168,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,168,661
- Employer contributions
- $266,260
- Participant contributions
- $1,137,077
- Total income / additions
- $3,616,792
- Benefits paid
- $1,678,395
- Administrative expenses
- $54,813
- Total expenses
- $1,760,599
- Net increase / (decrease)
- $1,856,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shuster Advisory Group LLC | INVESTMENT ADVISOR | $30,523 | $13,020 |
| Empower Annuity Insurance Company | RECORDKEEPER | $41,180 | $0 |