2023 Form 5500 filing — Rothe Development, Inc. 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 20250121180343NAL0002241315001) for Rothe Development, Inc. 401(K) Plan, reported by Rothe Development, Inc. under EIN 74-1606784 and plan number 001. It reports 241 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)$10.8MReported net assets$10,773,351
Participants241
Provider compensation$35.3K4 Schedule C row(s)$35,295
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250121180343NAL0002241315001
- Plan sponsor
- Rothe Development, Inc.
- EIN
- 74-1606784
- Plan number
- 001
- Location
- Webster, TX
- 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)$10.8M total assets
Net assets$10.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,773,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,773,351
- Employer contributions
- $292,842
- Participant contributions
- $967,449
- Total income / additions
- $3,156,380
- Benefits paid
- $571,236
- Administrative expenses
- $33,291
- Total expenses
- $604,527
- Net increase / (decrease)
- $2,551,853
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,267 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,531 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $4,493 | not reported in the loaded dataset |
| Lpl Financial LLC | BROKER/ADVISER | $0 | $2,004 |