2023 Form 5500 filing — Reliable Medical Supply, LLC 401(K) Profit Sharing 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 20241125112306NAL0004627249001) for Reliable Medical Supply, LLC 401(K) Profit Sharing Plan, reported by Reliable Medical Supply, LLC under EIN 41-1631370 and plan number 001. It reports 451 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)$15.8MReported net assets$15,758,070
Participants451
Provider compensation$21.9K2 Schedule C row(s)$21,893
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241125112306NAL0004627249001
Plan sponsor
Reliable Medical Supply, LLC
EIN
41-1631370
Plan number
001
Location
Franklin, TN
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)$15.8M total assets
Net assets$15.8MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$585.3K
Participant$1.3M
Full reported line items
Total assets (EOY)
$15,758,070
Total liabilities (EOY)
$0
Net assets (EOY)
$15,758,070
Employer contributions
$585,285
Participant contributions
$1,323,227
Total income / additions
$4,984,199
Benefits paid
$1,245,191
Administrative expenses
$28,812
Total expenses
$1,274,003
Net increase / (decrease)
$3,710,196

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORDKEEPER$19,919$0
Trinity Pension Consultants, IncRECORDKEEPER$1,530$444

Related Form 5500 pages