Recteq, LLC 401(K) Retirement Plan — Form 5500 plan (Recteq, LLC)

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, Recteq, LLC 401(K) Retirement Plan is a benefit plan reported by Recteq, LLC under EIN 27-1358181 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $2,871,633 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Recteq, LLC
EIN
27-1358181
Plan number
001
Plan type
2
Location
Sandy Springs, GA
Latest filing year
2023
Participants
135
End-of-year plan assets
$2,871,633

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241009131749NAL0032769872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,871,633
Total liabilities (EOY)
$0
Net assets (EOY)
$2,871,633
Net assets (BOY)
$2,147,703

Income & contributions

Employer contributions
$519,943
Participant contributions
$517,497
Total contributions
$1,318,651
Total income / additions
$1,768,033

Expenses & distributions

Benefits paid
$1,023,301
Administrative expenses
$20,802
Total expenses
$1,044,103
Net increase / (decrease)
$723,930

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$13,877$02023
Mma Securities LLCINVESTMENT ADVISOR$6,800not reported in the loaded dataset2023

Related Form 5500 pages