2023 Form 5500 filing — Gentry Locke Rakes & Moore, Llp Cash Or Deferred Profit Sharing Plan
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 20240812073046NAL0005349267001) for Gentry Locke Rakes & Moore, Llp Cash Or Deferred Profit Sharing Plan, reported by Gentry Locke Rakes & Moore, Llp under EIN 54-0540718 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812073046NAL0005349267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gentry Locke Rakes & Moore, Llp
- EIN
- 54-0540718
- Plan number
- 001
- Location
- Roanoke, VA
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,631,506
- Net assets (EOY)
- $41,631,506
- Employer contributions
- $1,599,577
- Participant contributions
- $1,439,061
- Total income / additions
- $7,930,275
- Benefits paid
- $5,104,043
- Administrative expenses
- $143,670
- Total expenses
- $5,247,713
- Net increase / (decrease)
- $2,682,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $66,144 | $0 |
| Pension Financial Services Inc. | not reported in the loaded dataset | $35,239 | not reported in the loaded dataset |
| Fiduciary Wise, LLC | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset |
| Active-Passive | not reported in the loaded dataset | $18,583 | not reported in the loaded dataset |