2023 Form 5500 filing — Rheovest Hr, LLC 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 20240923105012NAL0020238688001) for Rheovest Hr, LLC 401(K) Plan, reported by Rheovest Hr, LLC under EIN 83-1202345 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,562,458
Participants254
Provider compensation$19.9K2 Schedule C row(s)$19,900
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923105012NAL0020238688001
Plan sponsor
Rheovest Hr, LLC
EIN
83-1202345
Plan number
001
Location
Keithville, LA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities$123
Money in vs. money out
Total income / additions$2M
Total expenses$1M
Benefits paid / distributions$980.6K
Contributions
Employer$551.3K
Participant$604.4K
Full reported line items
Total assets (EOY)
$6,562,581
Total liabilities (EOY)
$123
Net assets (EOY)
$6,562,458
Employer contributions
$551,291
Participant contributions
$604,407
Total income / additions
$2,010,292
Benefits paid
$980,554
Administrative expenses
$19,900
Total expenses
$1,000,577
Net increase / (decrease)
$1,009,715
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $18.3K
  2. 2
    RECORDKEEPER · Direct $1.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923105012NAL0020238688001 cover?
It is the 2023 Form 5500 filing for Rheovest Hr, LLC 401(K) Plan, reported by Rheovest Hr, LLC (EIN 83-1202345).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages