Reliable Carriers, Inc. 401(K) Plan — Form 5500 plan (Reliable Carriers, 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 Carriers, Inc. 401(K) Plan is a benefit plan reported by Reliable Carriers, Inc. under EIN 38-2534918 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $11,528,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reliable Carriers, Inc.
EIN
38-2534918
Plan number
002
Plan type
2
Location
Canton, MI
Latest filing year
2023
Participants
186
End-of-year plan assets
$11,528,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20240723094346NAL0023988706001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,528,396
Total liabilities (EOY)
$0
Net assets (EOY)
$11,528,396
Net assets (BOY)
$10,771,246

Income & contributions

Employer contributions
$0
Participant contributions
$546,298
Total contributions
$642,736
Total income / additions
$2,715,011

Expenses & distributions

Benefits paid
$1,919,219
Administrative expenses
$29,589
Total expenses
$1,957,861
Net increase / (decrease)
$757,150

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates IncADVISOR$22,757not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,832$02023

Related Form 5500 pages