How many benefit plans does Smith Haughey Rice & Roegge, P.C. report on Form 5500?

Smith Haughey Rice & Roegge, P.C. (EIN 38-2234596) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Smith Haughey Rice & Roegge, P.C.?

The Employer Identification Number (EIN) reported for Smith Haughey Rice & Roegge, P.C. is 38-2234596.

What is the latest Form 5500 filing year for Smith Haughey Rice & Roegge, P.C.?

The latest loaded Form 5500 filing year for Smith Haughey Rice & Roegge, P.C. is 2023.

Smith Haughey Rice & Roegge, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Smith Haughey Rice & Roegge, P.C. (EIN 38-2234596) is a plan sponsor located in Grand Rapids, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 38-2234596
Location: Grand Rapids, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $39,885,381
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $39,885,381

Contributions & income

Employer contributions: $239,343
Participant contributions: $1,036,947
Total income / additions: $7,317,273

Expenses & distributions

Benefits paid / distributions: $2,603,544
Total expenses: $2,695,324
Net increase / (decrease): $4,621,949

Coverage

Total reported participants: 281
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Smith Haughey Rice & Roegge, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Profit Sharing And Retirement Plan Of Smith Haughey, Rice And Roegge, P.C.	002	183	$39,885,381	2023
Smith Haughey Rice & Roegge Employee Benefit Plan	501	98	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Smith Haughey Rice & Roegge, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Profit Sharing And Retirement Plan Of Smith Haughey, Rice And Roegge, P.C.	183	H, C	20240725131551NAL0009270243001
2023	Smith Haughey Rice & Roegge Employee Benefit Plan	98	—	20241016130008NAL0030668241001