The Reese Group, Inc. 401(K) Plan — Form 5500 plan (The Reese Group, 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, The Reese Group, Inc. 401(K) Plan is a benefit plan reported by The Reese Group, Inc. under EIN 62-1077825 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $7,818,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Reese Group, Inc.
- EIN
- 62-1077825
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $7,818,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20240703142045NAL0004442739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,818,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,818,618
- Net assets (BOY)
- $6,514,437
Income & contributions
- Employer contributions
- $35,533
- Participant contributions
- $523,753
- Total contributions
- $559,286
- Total income / additions
- $1,598,966
Expenses & distributions
- Benefits paid
- $273,568
- Administrative expenses
- $21,217
- Total expenses
- $294,785
- Net increase / (decrease)
- $1,304,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ipi Wealth Management Inc | INVESTMENT ADVISOR | $13,871 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $5,377 | $0 | 2023 |
| Empower Advisor Group, LLC | INVESTMENT MGMT | $2,244 | not reported in the loaded dataset | 2023 |
| Stones River Consulting Inc | CONTRACT ADMIN | $825 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Reese Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Ipi Wealth Management Inc — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Empower Advisor Group, LLC — Schedule C compensation
- Stones River Consulting Inc — Schedule C compensation