Plan5500

Reece Albert, Inc. 401(K) Savings Plan — Form 5500 plan (Reece Albert, 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 Albert, Inc. 401(K) Savings Plan is a benefit plan reported by Reece Albert, Inc. under EIN 75-1285072 and plan number 001. The latest loaded filing year is 2023. The filing reports 485 participants and $22,234,506 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reece Albert, Inc.
EIN
75-1285072
Plan number
001
Plan type
2
Location
San Angelo, TX
Latest filing year
2023
Participants
485
End-of-year plan assets
$22,234,506

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023485H, C20241001133629NAL0004046179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,234,506
Total liabilities (EOY)
$0
Net assets (EOY)
$22,234,506
Net assets (BOY)
$20,109,017

Income & contributions

Participant contributions
$1,538,925
Total contributions
$1,538,925
Total income / additions
$4,495,549

Expenses & distributions

Benefits paid
$2,258,763
Administrative expenses
$111,297
Total expenses
$2,370,060
Net increase / (decrease)
$2,125,489

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$74,907not reported in the loaded dataset2023
Armstrong, Backus And Co., LlpNONE$20,500not reported in the loaded dataset2023
Matrix Trust CompanyNONE$15,890$02023

Related Form 5500 pages