2023 Form 5500 filing — Rheumatology Associates, S.C. Defined Benefit Pension Plan & 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 20241004123147NAL0006684851001) for Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust, reported by Rheumatology Associates, S.C. under EIN 36-2673183 and plan number 003. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5MReported net assets$4,974,722
Participants21
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004123147NAL0006684851001
Plan sponsor
Rheumatology Associates, S.C.
EIN
36-2673183
Plan number
003
Location
Chicago, IL
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)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$757K
Total expenses$157.6K
Benefits paid / distributions$117.5K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$4,974,722
Total liabilities (EOY)
$0
Net assets (EOY)
$4,974,722
Employer contributions
$0
Participant contributions
$0
Total income / additions
$757,008
Benefits paid
$117,548
Administrative expenses
$0
Total expenses
$157,587
Net increase / (decrease)
$599,421

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004123147NAL0006684851001 cover?
It is the 2023 Form 5500 filing for Rheumatology Associates, S.C. Defined Benefit Pension Plan & Trust, reported by Rheumatology Associates, S.C. (EIN 36-2673183).
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