2023 Form 5500 filing — Reybold Group Of Companies 401(K) Profit Sharing Plan & Trust
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 20240925102236NAL0026474914001) for Reybold Group Of Companies 401(K) Profit Sharing Plan & Trust, reported by Reybold Group Of Companies under EIN 23-2441414 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925102236NAL0026474914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reybold Group Of Companies
- EIN
- 23-2441414
- Plan number
- 001
- Location
- Bear, DE
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,436,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,436,279
- Employer contributions
- $109,250
- Participant contributions
- $660,417
- Total income / additions
- $2,061,441
- Benefits paid
- $402,773
- Administrative expenses
- $44,118
- Total expenses
- $457,036
- Net increase / (decrease)
- $1,604,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Opera | ADVISOR | $25,542 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $17,716 | not reported in the loaded dataset |