2023 Form 5500 filing — Rheumatic Disease Center, Llp Safe Harbor Profit Sharing 401(K) Plan And Trust
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 20240801210545NAL0013778739001) for Rheumatic Disease Center, Llp Safe Harbor Profit Sharing 401(K) Plan And Trust, reported by Rheumatic Disease Center, Llp under EIN 39-1713075 and plan number 001. It reports 114 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240801210545NAL0013778739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rheumatic Disease Center, Llp
- EIN
- 39-1713075
- Plan number
- 001
- Location
- Glendale, WI
- Participants
- 114
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,788,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,788,402
- Employer contributions
- $692,364
- Participant contributions
- $532,138
- Total income / additions
- $3,380,249
- Benefits paid
- $608,645
- Administrative expenses
- $859
- Total expenses
- $609,504
- Net increase / (decrease)
- $2,770,745
- Schedule source
- Schedule I