2023 Form 5500 filing — Rhodes Management Services, 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 20241011133743NAL0012544787001) for Rhodes Management Services, LLC 401(K) Plan, reported by Rhodes Management Services, LLC under EIN 84-3909789 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133743NAL0012544787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rhodes Management Services, LLC
- EIN
- 84-3909789
- Plan number
- 001
- Location
- Mcallen, TX
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,533,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,533,859
- Employer contributions
- $381,248
- Participant contributions
- $823,451
- Total income / additions
- $1,931,856
- Benefits paid
- $415,079
- Administrative expenses
- $17,471
- Total expenses
- $432,550
- Net increase / (decrease)
- $1,499,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Asset Management, Inc | NONE | $12,821 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $4,650 | $0 |