Gentry Locke Rakes & Moore, Llp Cash Or Deferred Profit Sharing Plan — Form 5500 plan (Gentry Locke Rakes & Moore, 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, Gentry Locke Rakes & Moore, Llp Cash Or Deferred Profit Sharing Plan is a benefit plan reported by Gentry Locke Rakes & Moore, Llp under EIN 54-0540718 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $41,631,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gentry Locke Rakes & Moore, Llp
- EIN
- 54-0540718
- Plan number
- 001
- Plan type
- 2
- Location
- Roanoke, VA
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $41,631,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240812073046NAL0005349267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,631,506
- Net assets (EOY)
- $41,631,506
- Net assets (BOY)
- $38,948,944
Income & contributions
- Employer contributions
- $1,599,577
- Participant contributions
- $1,439,061
- Total contributions
- $3,372,034
- Total income / additions
- $7,930,275
Expenses & distributions
- Benefits paid
- $5,104,043
- Administrative expenses
- $143,670
- Total expenses
- $5,247,713
- Net increase / (decrease)
- $2,682,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $66,144 | $0 | 2023 |
| Pension Financial Services Inc. | not reported in the loaded dataset | $35,239 | not reported in the loaded dataset | 2023 |
| Fiduciary Wise, LLC | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset | 2023 |
| Active-Passive | not reported in the loaded dataset | $18,583 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gentry Locke Rakes & Moore, Llp
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Roanoke, VA
- Nationwide — Schedule C compensation
- Pension Financial Services Inc. — Schedule C compensation
- Fiduciary Wise, LLC — Schedule C compensation
- Active-Passive — Schedule C compensation