2023 Form 5500 filing — Rea Magnet Wire Company, Inc. Employees' Retirement Savings 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 20241014101907NAL0027009553001) for Rea Magnet Wire Company, Inc. Employees' Retirement Savings Plan, reported by Rea Magnet Wire Company, Inc. under EIN 35-0602855 and plan number 001. It reports 653 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)$78.6MReported net assets$78,596,479
Participants653
Provider compensation$8.5K2 Schedule C row(s)$8,544
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014101907NAL0027009553001
Plan sponsor
Rea Magnet Wire Company, Inc.
EIN
35-0602855
Plan number
001
Location
Fort Wayne, IN
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)$78.6M total assets
Net assets$78.6MLiabilities$0
Money in vs. money out
Total income / additions$17.8M
Total expenses$9.9M
Benefits paid / distributions$9.9M
Contributions
Employer$2M
Participant$3.1M
Full reported line items
Total assets (EOY)
$78,596,479
Total liabilities (EOY)
$0
Net assets (EOY)
$78,596,479
Employer contributions
$2,012,903
Participant contributions
$3,102,365
Total income / additions
$17,763,975
Benefits paid
$9,887,885
Administrative expenses
$8,544
Total expenses
$9,896,429
Net increase / (decrease)
$7,867,546

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$22,773not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$14,229$0

Related Form 5500 pages