Rhoads Energy 401(K) Plan — Form 5500 plan (Jerome H. Rhoads, Inc.)
Plain-English plan 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, Rhoads Energy 401(K) Plan is a benefit plan reported by Jerome H. Rhoads, Inc. under EIN 23-1521282 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $7,046,423 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7MPlan net assets, end of year$7,046,423
Participants190Covered participants reported
Assets / participant$37.1KComputed: assets ÷ participants$37,086 (computed)
Provider compensation$15.9K2 Schedule C provider row(s)$15,868
- Plan sponsor
- Jerome H. Rhoads, Inc.
- EIN
- 23-1521282
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241015131117NAL0016460083001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,046,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,046,423
- Net assets (BOY)
- $5,854,182
Income & contributions
- Employer contributions
- $107,815
- Participant contributions
- $577,733
- Total contributions
- $729,207
- Total income / additions
- $1,613,209
Expenses & distributions
- Benefits paid
- $411,772
- Administrative expenses
- $9,196
- Total expenses
- $420,968
- Net increase / (decrease)
- $1,192,241
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
16%84%
Employer 16%Participant 84%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $15,868 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |