Rheumatic Disease Center, Llp Safe Harbor Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Rheumatic Disease Center, Llp)
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, Rheumatic Disease Center, Llp Safe Harbor Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Rheumatic Disease Center, Llp under EIN 39-1713075 and plan number 001. The latest loaded filing year is 2023. The filing reports 114 participants and $13,788,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rheumatic Disease Center, Llp
- EIN
- 39-1713075
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, WI
- Latest filing year
- 2023
- Participants
- 114
- End-of-year plan assets
- $13,788,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 114 | I | 20240801210545NAL0013778739001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,788,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,788,402
- Net assets (BOY)
- $11,017,657
Income & contributions
- Employer contributions
- $692,364
- Participant contributions
- $532,138
- Total income / additions
- $3,380,249
Expenses & distributions
- Benefits paid
- $608,645
- Administrative expenses
- $859
- Total expenses
- $609,504
- Net increase / (decrease)
- $2,770,745
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.