2023 Form 5500 filing — Reliable Pmw 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 20240924131133NAL0012804097001) for Reliable Pmw 401(K) Plan, reported by Reliable Tool & Machine Company Inc. under EIN 35-0997577 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924131133NAL0012804097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reliable Tool & Machine Company Inc.
- EIN
- 35-0997577
- Plan number
- 001
- Location
- Kendallville, IN
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,860,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,860,549
- Employer contributions
- $157,520
- Participant contributions
- $402,744
- Total income / additions
- $1,289,654
- Benefits paid
- $208,931
- Administrative expenses
- $39,295
- Total expenses
- $248,226
- Net increase / (decrease)
- $1,041,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Corporation | INVESTMENT ADVISOR | $23,047 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $15,722 | $0 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $525 | $4,246 |