2023 Form 5500 filing — Rodenhiser Home Services, Inc. 401(K) 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 20240927115401NAL0001043715001) for Rodenhiser Home Services, Inc. 401(K) Plan, reported by Rodenhiser Home Services, Inc. under EIN 04-3279765 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927115401NAL0001043715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rodenhiser Home Services, Inc.
- EIN
- 04-3279765
- Plan number
- 001
- Location
- Holliston, MA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,691,241
- Total liabilities (EOY)
- $758
- Net assets (EOY)
- $9,690,483
- Employer contributions
- $177,890
- Participant contributions
- $998,663
- Total income / additions
- $2,609,971
- Benefits paid
- $584,168
- Administrative expenses
- $76,687
- Total expenses
- $663,036
- Net increase / (decrease)
- $1,946,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $42,672 | $0 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $29,245 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $487 | $0 |