2023 Form 5500 filing — A.G. Rhodes Health & Rehab Management, Inc. 403(B) 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 20241008160307NAL0008553523001) for A.G. Rhodes Health & Rehab Management, Inc. 403(B) Plan, reported by A.G. Rhodes Health & Rehab Management Inc. under EIN 45-3723342 and plan number 003. It reports 868 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)$10.1MReported net assets$10,077,668

Participants868

Provider compensation$77.6K3 Schedule C row(s)$77,620

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008160307NAL0008553523001
Plan sponsor: A.G. Rhodes Health & Rehab Management Inc.
EIN: 45-3723342
Plan number: 003
Location: Atlanta, GA
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)$10.1M total assets

Net assets$10.1MLiabilities$0

Money in vs. money out

Total income / additions$2.7M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$211.3K

Participant$940.5K

Full reported line items

Total assets (EOY): $10,077,668
Total liabilities (EOY): $0
Net assets (EOY): $10,077,668
Employer contributions: $211,292
Participant contributions: $940,521
Total income / additions: $2,729,587
Benefits paid: $1,239,697
Administrative expenses: $77,619
Total expenses: $1,337,831
Net increase / (decrease): $1,391,756

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$57.3K
RECORDKEEPER · Direct $57.3K · Indirect $0
2
Northwestern Mutual Wealth Mgmt Co$18.5K
INVESTMENT ADVISOR · Direct $18.5K
3
Empower Advisory Group, LLC$1.8K
INVESTMENT MGMT · Direct $1.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008160307NAL0008553523001 cover?: It is the 2023 Form 5500 filing for A.G. Rhodes Health & Rehab Management, Inc. 403(B) Plan, reported by A.G. Rhodes Health & Rehab Management Inc. (EIN 45-3723342).
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).