Plain-English plan 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, Robert Reiser & Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Robert Reiser & Company, Inc. under EIN 04-2014453 and plan number 001. The latest loaded filing year is 2023. The filing reports 639 participants and $84,147,760 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,147,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,147,760
- Net assets (BOY)
- $66,762,507
Income & contributions
- Employer contributions
- $2,276,279
- Participant contributions
- $5,644,856
- Total contributions
- $9,714,752
- Total income / additions
- $20,821,350
Expenses & distributions
- Benefits paid
- $3,427,399
- Administrative expenses
- $8,698
- Total expenses
- $3,436,097
- Net increase / (decrease)
- $17,385,253