2023 Form 5500 filing — Reineke Family Dealerships, 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 20241012095907NAL0024380705001) for Reineke Family Dealerships, Inc. 401(K) Plan, reported by Reineke Family Dealerships, Inc. under EIN 26-3717042 and plan number 001. It reports 532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012095907NAL0024380705001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Reineke Family Dealerships, Inc.
- EIN
- 26-3717042
- Plan number
- 001
- Location
- Lima, OH
- Participants
- 532
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,039,903
- Total liabilities (EOY)
- $101,766
- Net assets (EOY)
- $15,938,137
- Employer contributions
- $149,292
- Participant contributions
- $1,495,742
- Total income / additions
- $4,433,070
- Benefits paid
- $758,049
- Administrative expenses
- $110,228
- Total expenses
- $1,008,717
- Net increase / (decrease)
- $3,424,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Finacial | INVESTMENT ADVISOR | $40,283 | not reported in the loaded dataset |
| Pentegra Services Inc | CONTACT ADM | $38,121 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | RECORDKEEPTER | $36,741 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,914 | not reported in the loaded dataset |