2023 Form 5500 filing — Resource Logistics Inc. 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 20241011160902NAL0045061090001) for Resource Logistics Inc. 401(K) Plan, reported by Resource Logistics Inc. under EIN 22-3529088 and plan number 001. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160902NAL0045061090001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Resource Logistics Inc.
- EIN
- 22-3529088
- Plan number
- 001
- Location
- East Brunswick, NJ
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,357,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,357,663
- Employer contributions
- $0
- Participant contributions
- $811,213
- Total income / additions
- $1,548,745
- Benefits paid
- $752,766
- Administrative expenses
- $6,556
- Total expenses
- $759,385
- Net increase / (decrease)
- $789,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Avenue Securities | ADVISOR | $0 | $13,943 |
| Joseph Chen & Zhu Llp | ACCOUNTANT/AUDITOR | $5,500 | not reported in the loaded dataset |
| Apw Capital Inc | ADVISOR | $0 | $4,781 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,056 | $0 |