REED & REED, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: REED & REED RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 1 |
| Number of participants with account balances | 2022-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: REED & REED RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: REED & REED RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 9 |
| Number of participants with account balances | 2020-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: REED & REED RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 9 |
| Number of participants with account balances | 2019-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: REED & REED RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Total of all active and inactive participants | 2018-01-01 | 7 |
| Total participants | 2018-01-01 | 7 |
| Number of participants with account balances | 2018-01-01 | 7 |
| 2017: REED & REED RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 7 |
| Total participants | 2017-01-01 | 7 |
| Number of participants with account balances | 2017-01-01 | 7 |
| 2016: REED & REED RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| 2015: REED & REED RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| Number of participants with account balances | 2015-01-01 | 1 |
| 2014: REED & REED RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| Number of participants with account balances | 2014-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : REED & REED RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $427 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $29,528 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $29,283 |
| Total plan assets at end of year | 2022-12-31 | $354,131 |
| Total plan assets at beginning of year | 2022-12-31 | $383,232 |
| Value of fidelity bond covering the plan | 2022-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $7,166 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $245 |
| Other income received | 2022-12-31 | $-17,204 |
| Net income (gross income less expenses) | 2022-12-31 | $-29,101 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $354,131 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $383,232 |
| Assets. Value of employer securities | 2022-12-31 | $284,351 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $10,465 |
| 2021 : REED & REED RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $34,214 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $8,376 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $7,591 |
| Total plan assets at end of year | 2021-12-31 | $383,232 |
| Total plan assets at beginning of year | 2021-12-31 | $357,394 |
| Value of fidelity bond covering the plan | 2021-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $13,529 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $785 |
| Other income received | 2021-12-31 | $10,537 |
| Net income (gross income less expenses) | 2021-12-31 | $25,838 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $383,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $357,394 |
| Assets. Value of employer securities | 2021-12-31 | $284,351 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $10,148 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : REED & REED RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $19,638 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,263 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,316 |
| Total plan assets at end of year | 2020-12-31 | $357,394 |
| Total plan assets at beginning of year | 2020-12-31 | $341,019 |
| Value of fidelity bond covering the plan | 2020-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $5,981 |
| Other income received | 2020-12-31 | $8,540 |
| Net income (gross income less expenses) | 2020-12-31 | $16,375 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $357,394 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $341,019 |
| Assets. Value of employer securities | 2020-12-31 | $284,351 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $5,117 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $947 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : REED & REED RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $25,671 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,250 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $5,322 |
| Total plan assets at end of year | 2019-12-31 | $341,019 |
| Total plan assets at beginning of year | 2019-12-31 | $321,598 |
| Value of fidelity bond covering the plan | 2019-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $9,895 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $928 |
| Other income received | 2019-12-31 | $8,429 |
| Net income (gross income less expenses) | 2019-12-31 | $19,421 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $341,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $321,598 |
| Assets. Value of employer securities | 2019-12-31 | $284,351 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $7,347 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : REED & REED RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $18,822 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $8,169 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $7,176 |
| Total plan assets at end of year | 2018-12-31 | $321,598 |
| Total plan assets at beginning of year | 2018-12-31 | $310,945 |
| Value of fidelity bond covering the plan | 2018-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $12,610 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $993 |
| Other income received | 2018-12-31 | $-2,995 |
| Net income (gross income less expenses) | 2018-12-31 | $10,653 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $321,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $310,945 |
| Assets. Value of participant loans | 2018-12-31 | $236 |
| Assets. Value of employer securities | 2018-12-31 | $284,351 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $9,207 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : REED & REED RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $23,434 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $454 |
| Total plan assets at end of year | 2017-12-31 | $310,945 |
| Total plan assets at beginning of year | 2017-12-31 | $287,965 |
| Total contributions received or receivable from participants | 2017-12-31 | $12,118 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $454 |
| Other income received | 2017-12-31 | $1,354 |
| Net income (gross income less expenses) | 2017-12-31 | $22,980 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $310,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $287,965 |
| Assets. Value of employer securities | 2017-12-31 | $284,351 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $9,962 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| 2016 : REED & REED RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,818 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $180 |
| Total plan assets at end of year | 2016-12-31 | $287,965 |
| Total plan assets at beginning of year | 2016-12-31 | $286,327 |
| Value of fidelity bond covering the plan | 2016-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $1,768 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $180 |
| Other income received | 2016-12-31 | $50 |
| Net income (gross income less expenses) | 2016-12-31 | $1,638 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $287,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $286,327 |
| Assets. Value of employer securities | 2016-12-31 | $284,351 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| 2015 : REED & REED RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $350 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $120 |
| Total plan assets at end of year | 2015-12-31 | $286,327 |
| Total plan assets at beginning of year | 2015-12-31 | $286,097 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $120 |
| Other income received | 2015-12-31 | $350 |
| Net income (gross income less expenses) | 2015-12-31 | $230 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $286,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $286,097 |
| Assets. Value of employer securities | 2015-12-31 | $284,351 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| 2014 : REED & REED RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $286,097 |
| Total plan assets at end of year | 2014-12-31 | $286,097 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $286,351 |
| Other income received | 2014-12-31 | $-254 |
| Net income (gross income less expenses) | 2014-12-31 | $286,097 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $286,097 |
| Assets. Value of employer securities | 2014-12-31 | $284,000 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2022: REED & REED RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: REED & REED RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: REED & REED RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: REED & REED RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: REED & REED RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: REED & REED RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: REED & REED RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: REED & REED RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: REED & REED RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
