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, Profit Sharing And Retirement Plan Of Smith Haughey, Rice And Roegge, P.C. is a benefit plan reported by Smith,Haughey,Rice And Roegge, P.C. under EIN 38-2234596 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $39,885,381 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,885,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,885,381
- Net assets (BOY)
- $35,263,432
Income & contributions
- Employer contributions
- $239,343
- Participant contributions
- $1,036,947
- Total contributions
- $1,489,550
- Total income / additions
- $7,317,273
Expenses & distributions
- Benefits paid
- $2,603,544
- Administrative expenses
- $91,780
- Total expenses
- $2,695,324
- Net increase / (decrease)
- $4,621,949