2023 Form 5500 filing — Richter, Stuart & Todeschi, Pllc 401(K) 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 20240812141745NAL0020996642001) for Richter, Stuart & Todeschi, Pllc 401(K) Plan, reported by Rst Cpas, Pllc under EIN 82-0475349 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,181,765
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240812141745NAL0020996642001
Plan sponsor
Rst Cpas, Pllc
EIN
82-0475349
Plan number
001
Location
Boise, ID
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$751.9K
Total expenses$4.8K
Benefits paid / distributions$3.2K
Contributions
Employer$162.4K
Participant$265.5K
Full reported line items
Total assets (EOY)
$1,181,765
Total liabilities (EOY)
$0
Net assets (EOY)
$1,181,765
Employer contributions
$162,412
Participant contributions
$265,471
Total income / additions
$751,928
Benefits paid
$3,182
Administrative expenses
$1,664
Total expenses
$4,846
Net increase / (decrease)
$747,082

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240812141745NAL0020996642001 cover?
It is the 2023 Form 5500 filing for Richter, Stuart & Todeschi, Pllc 401(K) Plan, reported by Rst Cpas, Pllc (EIN 82-0475349).
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