2023 Form 5500 filing — Reciprocal Management Corporation 401(K) Retirement 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 20241014110639NAL0025999025001) for Reciprocal Management Corporation 401(K) Retirement Plan, reported by Reciprocal Management Corporat under EIN 22-3007014 and plan number 001. It reports 325 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)$20MReported net assets$19,970,694
Participants325
Provider compensation$37.3K2 Schedule C row(s)$37,290
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014110639NAL0025999025001
Plan sponsor
Reciprocal Management Corporat
EIN
22-3007014
Plan number
001
Location
Princeton, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$20M total assets
Net assets$20MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$556.1K
Participant$1M
Full reported line items
Total assets (EOY)
$19,970,694
Total liabilities (EOY)
$0
Net assets (EOY)
$19,970,694
Employer contributions
$556,073
Participant contributions
$1,000,866
Total income / additions
$4,600,158
Benefits paid
$2,948,471
Administrative expenses
$2,135
Total expenses
$2,950,606
Net increase / (decrease)
$1,649,552
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/ADVISER · Direct $0 · Indirect $35.2K
  2. 2
    RECORDKEEPER · Direct $2.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014110639NAL0025999025001 cover?
It is the 2023 Form 5500 filing for Reciprocal Management Corporation 401(K) Retirement Plan, reported by Reciprocal Management Corporat (EIN 22-3007014).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages