Rogers Huber & Assoc 401(K) Plan — Form 5500 plan (Rogers Huber & Assoc)
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, Rogers Huber & Assoc 401(K) Plan is a benefit plan reported by Rogers Huber & Assoc under EIN 23-2081028 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $847,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rogers Huber & Assoc
- EIN
- 23-2081028
- Plan number
- 002
- Plan type
- 2
- Location
- Muncy, PA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $847,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241106120007NAL0010042321001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $847,700
- Net assets (EOY)
- $847,700
- Net assets (BOY)
- $804,351
Income & contributions
- Total income / additions
- $113,349
Expenses & distributions
- Total expenses
- $70,000
- Net increase / (decrease)
- $43,349
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.