Reilly Construction Employees Salary Savings Plan And Trust — Form 5500 plan (Reilly Construction 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, Reilly Construction Employees Salary Savings Plan And Trust is a benefit plan reported by Reilly Construction Company, Inc. under EIN 42-0818173 and plan number 003. The latest loaded filing year is 2023. The filing reports 261 participants and $15,238,980 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reilly Construction Company, Inc.
EIN
42-0818173
Plan number
003
Plan type
2
Location
Ossian, IA
Latest filing year
2023
Participants
261
End-of-year plan assets
$15,238,980

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241004130241NAL0006713411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,238,980
Total liabilities (EOY)
$0
Net assets (EOY)
$15,238,980
Net assets (BOY)
$13,500,404

Income & contributions

Employer contributions
$100,000
Participant contributions
$997,672
Total contributions
$1,252,882
Total income / additions
$3,547,009

Expenses & distributions

Benefits paid
$1,726,641
Administrative expenses
$81,792
Total expenses
$1,808,433
Net increase / (decrease)
$1,738,576

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLC - RpcpRIA$34,767not reported in the loaded dataset2023
Midwest Group BenefitsTPA$10,430not reported in the loaded dataset2023

Related Form 5500 pages