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, The J. Reckner Associates, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by J. Reckner Associates, Inc. under EIN 23-2657307 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $14,379,917 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,379,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,379,917
- Net assets (BOY)
- $12,062,060
Income & contributions
- Employer contributions
- $87,880
- Participant contributions
- $772,734
- Total contributions
- $860,614
- Total income / additions
- $2,780,462
Expenses & distributions
- Benefits paid
- $392,330
- Administrative expenses
- $70,275
- Total expenses
- $462,605
- Net increase / (decrease)
- $2,317,857