Plan5500

Reineke Family Dealerships, Inc. 401(K) Plan — Form 5500 plan (Reineke Family Dealerships, Inc.)

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, Reineke Family Dealerships, Inc. 401(K) Plan is a benefit plan reported by Reineke Family Dealerships, Inc. under EIN 26-3717042 and plan number 001. The latest loaded filing year is 2023. The filing reports 532 participants and $16,039,903 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reineke Family Dealerships, Inc.
EIN
26-3717042
Plan number
001
Plan type
3
Location
Lima, OH
Latest filing year
2023
Participants
532
End-of-year plan assets
$16,039,903

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023532H, C20241012095907NAL0024380705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,039,903
Total liabilities (EOY)
$101,766
Net assets (EOY)
$15,938,137
Net assets (BOY)
$12,513,784

Income & contributions

Employer contributions
$149,292
Participant contributions
$1,495,742
Total contributions
$1,742,950
Total income / additions
$4,433,070

Expenses & distributions

Benefits paid
$758,049
Administrative expenses
$110,228
Total expenses
$1,008,717
Net increase / (decrease)
$3,424,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinacialINVESTMENT ADVISOR$40,283not reported in the loaded dataset2023
Pentegra Services IncCONTACT ADM$38,121not reported in the loaded dataset2023
Empower Advisory Group, LLCRECORDKEEPTER$36,741$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,914not reported in the loaded dataset2023

Related Form 5500 pages