Reinicke Athens Inc. Employee Savings And Retirement Plan — Form 5500 plan (Reinicke Athens 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, Reinicke Athens Inc. Employee Savings And Retirement Plan is a benefit plan reported by Reinicke Athens Inc. under EIN 58-2259880 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $18,505,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reinicke Athens Inc.
- EIN
- 58-2259880
- Plan number
- 001
- Plan type
- 2
- Location
- Athens, GA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $18,505,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241009100706NAL0010513987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,505,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,505,802
- Net assets (BOY)
- $15,400,896
Income & contributions
- Employer contributions
- $497,205
- Participant contributions
- $950,673
- Total contributions
- $1,572,149
- Total income / additions
- $4,072,010
Expenses & distributions
- Benefits paid
- $868,117
- Administrative expenses
- $98,907
- Total expenses
- $967,104
- Net increase / (decrease)
- $3,104,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $61,233 | $1,927 | 2023 |
| Broad Street Capital Advisors | NONE | $37,674 | not reported in the loaded dataset | 2023 |