2023 Form 5500 filing — Rhoades Mckee Pc 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 20241009142158NAL0019422785001) for Rhoades Mckee Pc 401(K) Plan, reported by Rhoades Mckee Pc under EIN 38-2759173 and plan number 004. It reports 104 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.7MReported net assets$33,746,719
Participants104
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009142158NAL0019422785001
Plan sponsor
Rhoades Mckee Pc
EIN
38-2759173
Plan number
004
Location
Grand Rapids, MI
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)$33.7M total assets
Net assets$33.7MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$3.5M
Benefits paid / distributions$3.5M
Contributions
Employer$361
Participant$853.8K
Full reported line items
Total assets (EOY)
$33,746,719
Total liabilities (EOY)
$0
Net assets (EOY)
$33,746,719
Employer contributions
$361
Participant contributions
$853,771
Total income / additions
$4,442,859
Benefits paid
$3,456,907
Administrative expenses
$12,249
Total expenses
$3,469,156
Net increase / (decrease)
$973,703

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009142158NAL0019422785001 cover?
It is the 2023 Form 5500 filing for Rhoades Mckee Pc 401(K) Plan, reported by Rhoades Mckee Pc (EIN 38-2759173).
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