Reliable Pmw 401(K) Plan — Form 5500 plan (Reliable Tool & Machine Company 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, Reliable Pmw 401(K) Plan is a benefit plan reported by Reliable Tool & Machine Company Inc. under EIN 35-0997577 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $4,860,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reliable Tool & Machine Company Inc.
- EIN
- 35-0997577
- Plan number
- 001
- Plan type
- 2
- Location
- Kendallville, IN
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $4,860,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20240924131133NAL0012804097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,860,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,860,549
- Net assets (BOY)
- $3,819,121
Income & contributions
- Employer contributions
- $157,520
- Participant contributions
- $402,744
- Total contributions
- $593,502
- Total income / additions
- $1,289,654
Expenses & distributions
- Benefits paid
- $208,931
- Administrative expenses
- $39,295
- Total expenses
- $248,226
- Net increase / (decrease)
- $1,041,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sym Financial Corporation | INVESTMENT ADVISOR | $23,047 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $15,722 | $0 | 2023 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $525 | $4,246 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reliable Tool & Machine Company Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Kendallville, IN
- Sym Financial Corporation — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation