Rh Buchanan Conservative — Form 5500 plan (Rh Buchanan Conservative)

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 Conservative is a benefit plan reported by Rh Buchanan Conservative under EIN 82-1853987 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,011,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rh Buchanan Conservative
EIN
82-1853987
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
$1,011,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240904105813NAL0011096339002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,011,815
Total liabilities (EOY)
$501
Net assets (EOY)
$1,011,314
Net assets (BOY)
$1,088,777

Income & contributions

Total income / additions
$102,640

Expenses & distributions

Administrative expenses
$1,471
Total expenses
$1,471
Net increase / (decrease)
$101,169

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages