Rh Buchanan Moderate Aggressive — Form 5500 plan (Rh Buchanan Moderate Aggressive)
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, Rh Buchanan Moderate Aggressive is a benefit plan reported by Rh Buchanan Moderate Aggressive under EIN 82-1813407 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,968,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rh Buchanan Moderate Aggressive
- EIN
- 82-1813407
- Plan number
- 001
- Plan type
- 4
- Location
- Ketchikan, AK
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $4,968,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240904105515NAL0032595232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,968,785
- Total liabilities (EOY)
- $2,169
- Net assets (EOY)
- $4,966,616
- Net assets (BOY)
- $4,274,296
Income & contributions
- Total income / additions
- $720,046
Expenses & distributions
- Administrative expenses
- $5,664
- Total expenses
- $5,664
- Net increase / (decrease)
- $714,382
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.