Reconext 401(K) Plan — Form 5500 plan (Refurb Holdings LLC)
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, Reconext 401(K) Plan is a benefit plan reported by Refurb Holdings LLC under EIN 80-0861230 and plan number 001. The latest loaded filing year is 2023. The filing reports 900 participants and $23,891,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Refurb Holdings LLC
- EIN
- 80-0861230
- Plan number
- 001
- Plan type
- 2
- Location
- Roseville, CA
- Latest filing year
- 2023
- Participants
- 900
- End-of-year plan assets
- $23,891,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 900 | H, C | 20241014173522NAL0053377010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,891,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,891,959
- Net assets (BOY)
- $23,495,414
Income & contributions
- Employer contributions
- $539,805
- Participant contributions
- $1,447,032
- Total contributions
- $2,111,909
- Total income / additions
- $5,774,170
Expenses & distributions
- Benefits paid
- $5,300,683
- Administrative expenses
- $60,197
- Total expenses
- $5,377,625
- Net increase / (decrease)
- $396,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,050 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates Inc | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |