Reece Supply Company Profit Sharing Plan And Trust — Form 5500 plan (Reece Supply 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, Reece Supply Company Profit Sharing Plan And Trust is a benefit plan reported by Reece Supply Company, Inc. under EIN 75-0783034 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $12,093,344 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reece Supply Company, Inc.
- EIN
- 75-0783034
- Plan number
- 001
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $12,093,344
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241001143610NAL0007299745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,093,344
- Total liabilities (EOY)
- $930
- Net assets (EOY)
- $12,092,414
- Net assets (BOY)
- $10,055,673
Income & contributions
- Employer contributions
- $303,231
- Participant contributions
- $675,942
- Total contributions
- $1,013,377
- Total income / additions
- $2,760,069
Expenses & distributions
- Benefits paid
- $658,947
- Administrative expenses
- $64,381
- Total expenses
- $723,328
- Net increase / (decrease)
- $2,036,741
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bok Financial Asset Management, Inc | NONE | $51,664 | not reported in the loaded dataset | 2023 |
| Belpointe Asset Management, LLC | NONE | $6,474 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $6,243 | $80 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $17 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reece Supply Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Bok Financial Asset Management, Inc — Schedule C compensation
- Belpointe Asset Management, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation