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, Rea & Associates, Inc. 401k Profit Sharing Plan And Trust is a benefit plan reported by Rea & Associates, Inc. under EIN 34-1310124 and plan number 001. The latest loaded filing year is 2023. The filing reports 584 participants and $95,823,090 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,823,090
- Net assets (EOY)
- $95,823,090
- Net assets (BOY)
- $73,746,397
Income & contributions
- Employer contributions
- $2,309,720
- Participant contributions
- $3,954,624
- Total contributions
- $8,046,600
- Total income / additions
- $28,203,219
Expenses & distributions
- Benefits paid
- $6,115,632
- Administrative expenses
- $10,278
- Total expenses
- $6,126,526
- Net increase / (decrease)
- $22,076,693