2023 Form 5500 filing — Reiter Affiliated Companies 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 20241015111421NAL0016211187001) for Reiter Affiliated Companies 401(K) Plan, reported by Reiter Affiliated Companies, LLC under EIN 20-5559931 and plan number 001. It reports 4,784 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111421NAL0016211187001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Reiter Affiliated Companies, LLC
- EIN
- 20-5559931
- Plan number
- 001
- Location
- Oxnard, CA
- Participants
- 4,784
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,755,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,755,768
- Employer contributions
- $1,655,389
- Participant contributions
- $2,880,852
- Total income / additions
- $11,797,930
- Benefits paid
- $5,020,947
- Administrative expenses
- $114,119
- Total expenses
- $5,149,397
- Net increase / (decrease)
- $6,648,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $78,325 | $0 |
| Usi Advisors Inc | ADVISOR | $31,595 | not reported in the loaded dataset |