Rouse, P.C. Savings & Profit Sharing Plan — Form 5500 plan (Rouse Frets White Goss Gentile Rhodes, P.C.)
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, Rouse, P.C. Savings & Profit Sharing Plan is a benefit plan reported by Rouse Frets White Goss Gentile Rhodes, P.C. under EIN 43-1706479 and plan number 003. The latest loaded filing year is 2023. The filing reports 130 participants and $31,603,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rouse Frets White Goss Gentile Rhodes, P.C.
- EIN
- 43-1706479
- Plan number
- 003
- Plan type
- 2
- Location
- Leawood, KS
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $31,603,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241015145703NAL0030059569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,603,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,603,453
- Net assets (BOY)
- $29,252,142
Income & contributions
- Employer contributions
- $561,311
- Participant contributions
- $1,008,616
- Total contributions
- $1,580,554
- Total income / additions
- $5,776,099
Expenses & distributions
- Benefits paid
- $3,351,865
- Administrative expenses
- $72,923
- Total expenses
- $3,424,788
- Net increase / (decrease)
- $2,351,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advosors | INVESTMENT ADVISORY | $25,072 | $0 | 2023 |
| Charles Schwab & Co., Inc | INVESTMENT ADVISORY | $19,521 | $0 | 2023 |
| Td Ameritrade | INVESTMENT ADVISORY | $13,068 | $0 | 2023 |
| Ubs Financial Services | INVESTMENT ADVISORY | $8,816 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rouse Frets White Goss Gentile Rhodes, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Leawood, KS
- Wells Fargo Advosors — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation
- Td Ameritrade — Schedule C compensation
- Ubs Financial Services — Schedule C compensation