2023 Form 5500 filing — Rouse, P.C. Savings & 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 20241015145703NAL0030059569001) for Rouse, P.C. Savings & Profit Sharing Plan, reported by Rouse Frets White Goss Gentile Rhodes, P.C. under EIN 43-1706479 and plan number 003. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145703NAL0030059569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rouse Frets White Goss Gentile Rhodes, P.C.
- EIN
- 43-1706479
- Plan number
- 003
- Location
- Leawood, KS
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,603,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,603,453
- Employer contributions
- $561,311
- Participant contributions
- $1,008,616
- Total income / additions
- $5,776,099
- Benefits paid
- $3,351,865
- Administrative expenses
- $72,923
- Total expenses
- $3,424,788
- Net increase / (decrease)
- $2,351,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advosors | INVESTMENT ADVISORY | $25,072 | $0 |
| Charles Schwab & Co., Inc | INVESTMENT ADVISORY | $19,521 | $0 |
| Td Ameritrade | INVESTMENT ADVISORY | $13,068 | $0 |
| Ubs Financial Services | INVESTMENT ADVISORY | $8,816 | $0 |