Reeves Young Profit Sharing Plan — Form 5500 plan (Reeves Young, 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, Reeves Young Profit Sharing Plan is a benefit plan reported by Reeves Young, LLC under EIN 46-4674821 and plan number 001. The latest loaded filing year is 2023. The filing reports 521 participants and $15,505,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reeves Young, LLC
- EIN
- 46-4674821
- Plan number
- 001
- Plan type
- 2
- Location
- Sugar Hill, GA
- Latest filing year
- 2023
- Participants
- 521
- End-of-year plan assets
- $15,505,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20241014144241NAL0026444977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,505,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,505,958
- Net assets (BOY)
- $11,609,760
Income & contributions
- Employer contributions
- $906,958
- Participant contributions
- $1,850,853
- Total contributions
- $3,258,024
- Total income / additions
- $5,267,590
Expenses & distributions
- Benefits paid
- $1,225,967
- Administrative expenses
- $88,843
- Total expenses
- $1,371,392
- Net increase / (decrease)
- $3,896,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual | INVESTMENT ADVISOR | $37,203 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $33,318 | $0 | 2023 |
| Erisa Services Of Ga, Inc. | CONTRACT ADMIN | $7,500 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,314 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual | BROKER/OTHER | $119 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reeves Young, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Sugar Hill, GA
- Northwestern Mutual — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Erisa Services Of Ga, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation