2023 Form 5500 filing — Rei Holding Company Formerly Residential Elevators, Inc. 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 20250211153559NAL0010097987001) for Rei Holding Company Formerly Residential Elevators, Inc. 401(K) Plan, reported by Rei Holding Company under EIN 45-4174234 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211153559NAL0010097987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rei Holding Company
- EIN
- 45-4174234
- Plan number
- 001
- Location
- Tallahassee, FL
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,239,272
- Total liabilities (EOY)
- $213
- Net assets (EOY)
- $9,239,059
- Employer contributions
- $374,567
- Participant contributions
- $732,958
- Total income / additions
- $2,395,317
- Benefits paid
- $773,648
- Administrative expenses
- $79,778
- Total expenses
- $853,426
- Net increase / (decrease)
- $1,541,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth | INVESTMENT ADVISOR | $33,654 | not reported in the loaded dataset |
| Latitude Service Company Inc | TPA | $20,684 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,953 | $0 |