2023 Form 5500 filing — Residential Homes For The Developmentally Disabled Inc Tax Deferred Annuity 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 20250115000959NAL0041709330001) for Residential Homes For The Developmentally Disabled Inc Tax Deferred Annuity Plan, reported by R H D D Inc. under EIN 31-0902494 and plan number 001. It reports 583 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)$3.3MReported net assets$3,341,870
Participants583
Provider compensation$1.1K1 Schedule C row(s)$1,130
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250115000959NAL0041709330001
Plan sponsor
R H D D Inc.
EIN
31-0902494
Plan number
001
Location
Coshocton, OH
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)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$579K
Total expenses$206.3K
Benefits paid / distributions$204.1K
Contributions
Employer$97.2K
Participant$131K
Full reported line items
Total assets (EOY)
$3,341,870
Total liabilities (EOY)
$0
Net assets (EOY)
$3,341,870
Employer contributions
$97,240
Participant contributions
$130,973
Total income / additions
$579,026
Benefits paid
$204,084
Administrative expenses
$2,170
Total expenses
$206,254
Net increase / (decrease)
$372,772

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$1,130$0

Related Form 5500 pages