Rodey Dickason Sloan Akin & Robb Pa — 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, Rodey Dickason Sloan Akin & Robb Pa (EIN 85-0216511) is a plan sponsor located in Albuquerque, NM with 5 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
- 85-0216511
- Location
- Albuquerque, NM
- Loaded plans
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $107,259,343
- Total reported net assets (EOY)
- $107,259,343
Contributions & income
- Employer contributions
- $1,400,000
- Participant contributions
- $1,314,223
- Total income / additions
- $14,854,896
Expenses & distributions
- Benefits paid / distributions
- $14,868,324
- Total expenses
- $15,127,623
- Net increase / (decrease)
- -$272,727
Coverage
- Total reported participants
- 624
- 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
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Rodey Dickason Sloan Akin & Robb Pa Employees' Tax-Deferred Retirement Plan And Trust | 001 | 203 | $107,259,343 | 2023 |
| Employee Benefit Life Insurance For Employees Of Rodey Dickason Sloan Akin & Robb Pa | 503 | 122 | not reported in the loaded dataset | 2023 |
| Long-Term Disability Plan For The Benefit Of Employees Of Rodey Dickason Sloan Akin & Robb Pa | 504 | 122 | not reported in the loaded dataset | 2023 |
| Rodey Dickason Sloan Akin & Robb Pa Employee Health Plan | 507 | 118 | not reported in the loaded dataset | 2023 |
| Short-Term Disability Plan For The Benefit Of Employees Of Rodey Dickason Sloan Akin & Robb Pa | 508 | 59 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Rodey Dickason Sloan Akin & Robb Pa Employees' Tax-Deferred Retirement Plan And Trust | 203 | H, C | 20240724171812NAL0013114289005 |
| 2023 | Long-Term Disability Plan For The Benefit Of Employees Of Rodey Dickason Sloan Akin & Robb Pa | 122 | — | 20241015103833NAL0028087521001 |
| 2023 | Employee Benefit Life Insurance For Employees Of Rodey Dickason Sloan Akin & Robb Pa | 122 | — | 20241015103935NAL0057039586001 |
| 2023 | Rodey Dickason Sloan Akin & Robb Pa Employee Health Plan | 118 | — | 20250411155856NAL0023484449001 |
| 2023 | Short-Term Disability Plan For The Benefit Of Employees Of Rodey Dickason Sloan Akin & Robb Pa | 59 | — | 20250411155959NAL0012765331001 |