2023 Form 5500 filing — Rga Cash Balance 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 20250106195135NAL0004682755001) for Rga Cash Balance Plan, reported by Rockford Gastroenterology Associates, Ltd. under EIN 36-3081482 and plan number 003. It reports 160 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)$18.9MReported net assets$18,925,747
Participants160
Provider compensation$85.1K1 Schedule C row(s)$85,149
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250106195135NAL0004682755001
- Plan sponsor
- Rockford Gastroenterology Associates, Ltd.
- EIN
- 36-3081482
- Plan number
- 003
- Location
- Rockford, IL
- Received date
- not reported in the loaded dataset
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)$18.9M total assets
Net assets$18.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,925,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,925,747
- Employer contributions
- $1,415,633
- Total income / additions
- $2,767,780
- Benefits paid
- $97,668
- Administrative expenses
- $85,793
- Total expenses
- $183,461
- Net increase / (decrease)
- $2,584,319
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savant Capital Management, Inc. | NONE | $85,149 | not reported in the loaded dataset |