2023 Form 5500 filing — Profit Sharing And Retirement Plan Of Smith Haughey, Rice And Roegge, P.C.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725131551NAL0009270243001) for Profit Sharing And Retirement Plan Of Smith Haughey, Rice And Roegge, P.C., reported by Smith,Haughey,Rice And Roegge, P.C. under EIN 38-2234596 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725131551NAL0009270243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith,Haughey,Rice And Roegge, P.C.
- EIN
- 38-2234596
- Plan number
- 002
- Location
- Grand Rapids, MI
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,885,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,885,381
- Employer contributions
- $239,343
- Participant contributions
- $1,036,947
- Total income / additions
- $7,317,273
- Benefits paid
- $2,603,544
- Administrative expenses
- $91,780
- Total expenses
- $2,695,324
- Net increase / (decrease)
- $4,621,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenleaf Trust | TRUSTEE | $91,780 | $0 |