2023 Form 5500 filing — Reach Unlimited 401(K) 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 20240923124357NAL0011441233001) for Reach Unlimited 401(K) Retirement Plan, reported by Reach Unlimited, Inc. under EIN 76-0079085 and plan number 002. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4MReported net assets$3,987,223
Participants181
Provider compensation$3.5K2 Schedule C row(s)$3,495
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923124357NAL0011441233001
Plan sponsor
Reach Unlimited, Inc.
EIN
76-0079085
Plan number
002
Location
Cypress, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$334.6K
Benefits paid / distributions$301.7K
Contributions
Employer$161.1K
Participant$314.6K
Full reported line items
Total assets (EOY)
$3,987,223
Total liabilities (EOY)
$0
Net assets (EOY)
$3,987,223
Employer contributions
$161,113
Participant contributions
$314,604
Total income / additions
$1,031,910
Benefits paid
$301,730
Administrative expenses
$32,828
Total expenses
$334,558
Net increase / (decrease)
$697,352

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John HancockRECORDKEEPER$2,772not reported in the loaded dataset
Wilshire AssociatesRIA$723not reported in the loaded dataset

Related Form 5500 pages