Reliant Holdings, Ltd. 401(K) Plan — Form 5500 plan (Reliant Holdings, Ltd.)
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, Reliant Holdings, Ltd. 401(K) Plan is a benefit plan reported by Reliant Holdings, Ltd. under EIN 75-2230373 and plan number 001. The latest loaded filing year is 2023. The filing reports 425 participants and $14,520,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reliant Holdings, Ltd.
- EIN
- 75-2230373
- Plan number
- 001
- Plan type
- 2
- Location
- Pampa, TX
- Latest filing year
- 2023
- Participants
- 425
- End-of-year plan assets
- $14,520,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 425 | H, C | 20241015141227NAL0016588115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,520,874
- Net assets (EOY)
- $14,520,874
- Net assets (BOY)
- $11,798,297
Income & contributions
- Employer contributions
- $849,999
- Participant contributions
- $1,138,749
- Total contributions
- $1,993,321
- Total income / additions
- $3,863,844
Expenses & distributions
- Benefits paid
- $1,082,214
- Administrative expenses
- $59,053
- Total expenses
- $1,141,267
- Net increase / (decrease)
- $2,722,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $41,758 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $19,375 | $0 | 2023 |
| Kestra Investment Services | BROKER/ ADVISOR | $0 | $17,055 | 2023 |
| Retirementplans.Com | CONTRACT ADMIN | $1,050 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reliant Holdings, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Pampa, TX
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Kestra Investment Services — Schedule C compensation
- Retirementplans.Com — Schedule C compensation