2023 Form 5500 filing — Reno & Cavanaugh, Pllc Retirement 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 20240802155656NAL0054271234001) for Reno & Cavanaugh, Pllc Retirement Plan And Trust, reported by Reno & Cavanaugh, Pllc under EIN 52-1099692 and plan number 003. It reports 91 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.6MReported net assets$20,640,423
Participants91
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240802155656NAL0054271234001
Plan sponsor
Reno & Cavanaugh, Pllc
EIN
52-1099692
Plan number
003
Location
Washington, DC
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)$20.6M total assets
Net assets$20.6MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$227.2K
Benefits paid / distributions$169.1K
Contributions
Employer$1M
Participant$852.3K
Full reported line items
Total assets (EOY)
$20,640,423
Total liabilities (EOY)
$0
Net assets (EOY)
$20,640,423
Employer contributions
$1,049,085
Participant contributions
$852,290
Total income / additions
$5,255,873
Benefits paid
$169,058
Administrative expenses
$58,129
Total expenses
$227,187
Net increase / (decrease)
$5,028,686

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802155656NAL0054271234001 cover?
It is the 2023 Form 5500 filing for Reno & Cavanaugh, Pllc Retirement Plan And Trust, reported by Reno & Cavanaugh, Pllc (EIN 52-1099692).
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