2023 Form 5500 filing — The Reliable Of Milwaukee 401(K) 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 20241015093832NAL0056823042002) for The Reliable Of Milwaukee 401(K) Retirement Savings Plan, reported by Reliable Of Milwaukee under EIN 39-0564740 and plan number 006. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093832NAL0056823042002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reliable Of Milwaukee
- EIN
- 39-0564740
- Plan number
- 006
- Location
- West Allis, WI
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,550,519
- Net assets (EOY)
- $4,550,519
- Employer contributions
- $68,009
- Participant contributions
- $458,205
- Total income / additions
- $1,116,592
- Benefits paid
- $1,087,512
- Administrative expenses
- $25,469
- Total expenses
- $1,112,981
- Net increase / (decrease)
- $3,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors, LLC | ADVISOR | $13,870 | $5 |
| Minnesota Life Insurance Company | NONE | $10,045 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $1,554 | $0 |