Gentry Locke Rakes & Moore Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Gentry Locke Rakes & Moore Llp (EIN 54-0540718) is a plan sponsor located in Roanoke, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0540718
Location
Roanoke, VA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$41,631,506
Total reported net assets (EOY)
$41,631,506

Contributions & income

Employer contributions
$1,599,577
Participant contributions
$1,439,061
Total income / additions
$7,930,275

Expenses & distributions

Benefits paid / distributions
$5,104,043
Total expenses
$5,247,713
Net increase / (decrease)
$2,682,562

Coverage

Total reported participants
416
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Gentry Locke Rakes & Moore Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Gentry Locke Rakes & Moore, Llp Cash Or Deferred Profit Sharing Plan001187$41,631,5062023
Gentry Locke Rakes & Moore Llp Insurance Plan502125not reported in the loaded dataset2023
Gentry Locke Rakes & Moore Llp Flexible Benefit Plan501104not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Gentry Locke Rakes & Moore Llp
YearPlanParticipantsSchedulesFiling
2023Gentry Locke Rakes & Moore Llp Flexible Benefit Plan10420240730182625NAL0021418609001
2023Gentry Locke Rakes & Moore Llp Insurance Plan12520240730183230NAL0020738049001
2023Gentry Locke Rakes & Moore, Llp Cash Or Deferred Profit Sharing Plan187H, C20240812073046NAL0005349267001

Related Form 5500 pages