2023 Form 5500 filing — Rockford Realty 401k 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 20250116130008NAL0012729731001) for Rockford Realty 401k Plan, reported by Rockford Realty Group, LLC under EIN 45-3684400 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250116130008NAL0012729731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rockford Realty Group, LLC
- EIN
- 45-3684400
- Plan number
- 001
- Location
- Lake City, FL
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,528,561
- Net assets (EOY)
- $1,528,561
- Employer contributions
- $2,800
- Participant contributions
- $60,000
- Total income / additions
- $267,155
- Administrative expenses
- $10,498
- Total expenses
- $10,511
- Net increase / (decrease)
- $256,644
- Schedule source
- Schedule I