How many benefit plans does Rood, Riddle & Partners, P.S.C. report on Form 5500?

Rood, Riddle & Partners, P.S.C. (EIN 61-0993798) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Rood, Riddle & Partners, P.S.C.?

The Employer Identification Number (EIN) reported for Rood, Riddle & Partners, P.S.C. is 61-0993798.

What is the latest Form 5500 filing year for Rood, Riddle & Partners, P.S.C.?

The latest loaded Form 5500 filing year for Rood, Riddle & Partners, P.S.C. is 2023.

Rood, Riddle & Partners, P.S.C. — 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, Rood, Riddle & Partners, P.S.C. (EIN 61-0993798) is a plan sponsor located in Lexington, KY with 1 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: 61-0993798
Location: Lexington, KY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $31,001,090
Total reported net assets (EOY): $31,001,090

Contributions & income

Employer contributions: $659,834
Participant contributions: $1,589,921
Total income / additions: $8,094,689

Expenses & distributions

Benefits paid / distributions: $4,022,692
Total expenses: $4,110,953
Net increase / (decrease): $3,983,736

Coverage

Total reported participants: 688
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

Rood, Riddle & Partners, P.S.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Rood, Riddle & Partners, P.S.C. Savings And Retirement Plan	001	356	$31,001,090	2023
Rood, Riddle & Partners, Psc Welfare Benefits Plan	501	332	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Rood, Riddle & Partners, P.S.C.
Year	Plan	Participants	Schedules	Filing
2023	Rood, Riddle & Partners, Psc Welfare Benefits Plan	332	—	20240624110748NAL0008143728001
2023	Rood, Riddle & Partners, P.S.C. Savings And Retirement Plan	356	H, C	20240909140232NAL0008006768001