Highway Equipment Company 401(K) Plan — Form 5500 plan (Reynolds Family Holding Company Highway Eqp)

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, Highway Equipment Company 401(K) Plan is a benefit plan reported by Reynolds Family Holding Company Highway Eqp under EIN 25-0983181 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $8,636,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reynolds Family Holding Company Highway Eqp
EIN
25-0983181
Plan number
001
Plan type
2
Location
Zelienople, PA
Latest filing year
2023
Participants
165
End-of-year plan assets
$8,636,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241015144234NAL0030022593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,636,892
Net assets (EOY)
$8,636,892
Net assets (BOY)
$7,906,328

Income & contributions

Employer contributions
$289,778
Participant contributions
$761,149
Total contributions
$1,084,264
Total income / additions
$2,164,096

Expenses & distributions

Benefits paid
$1,371,723
Administrative expenses
$61,809
Total expenses
$1,433,532
Net increase / (decrease)
$730,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mckinley Carter Wealth Services IncINVESTMENT ADVISOR$23,049$02023
Empower Annuity Insurance Co Of AmeRECORDKEEPER$9,663$02023
Empower Advisor Group LLCINVESTMENT MANAGER$4,335$02023

Related Form 5500 pages