2023 Form 5500 filing — Rogers Huber & Assoc 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 20241106120007NAL0010042321001) for Rogers Huber & Assoc 401(K) Plan, reported by Rogers Huber & Assoc under EIN 23-2081028 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241106120007NAL0010042321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rogers Huber & Assoc
- EIN
- 23-2081028
- Plan number
- 002
- Location
- Muncy, PA
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $847,700
- Net assets (EOY)
- $847,700
- Total income / additions
- $113,349
- Total expenses
- $70,000
- Net increase / (decrease)
- $43,349
- Schedule source
- Schedule I