2023 Form 5500 filing — Hiday & Ricke, P.A. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240522111959NAL0003801425001) for Hiday & Ricke, P.A. Retirement Plan, reported by Hiday & Ricke, P.A. under EIN 59-2429722 and plan number 002. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,565,980
Participants66
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240522111959NAL0003801425001
Plan sponsor
Hiday & Ricke, P.A.
EIN
59-2429722
Plan number
002
Location
Jacksonville, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$946.3K
Total expenses$168.6K
Benefits paid / distributions$141.6K
Contributions
Employer$126K
Participant$244.4K
Full reported line items
Total assets (EOY)
$4,565,980
Total liabilities (EOY)
$0
Net assets (EOY)
$4,565,980
Employer contributions
$126,000
Participant contributions
$244,361
Total income / additions
$946,342
Benefits paid
$141,599
Administrative expenses
$26,968
Total expenses
$168,567
Net increase / (decrease)
$777,775

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240522111959NAL0003801425001 cover?
It is the 2023 Form 5500 filing for Hiday & Ricke, P.A. Retirement Plan, reported by Hiday & Ricke, P.A. (EIN 59-2429722).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages