2023 Form 5500 filing — Rothe Development, 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 20250121180343NAL0002241315001) for Rothe Development, Inc. 401(K) Plan, reported by Rothe Development, Inc. under EIN 74-1606784 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250121180343NAL0002241315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rothe Development, Inc.
- EIN
- 74-1606784
- Plan number
- 001
- Location
- Webster, TX
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,773,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,773,351
- Employer contributions
- $292,842
- Participant contributions
- $967,449
- Total income / additions
- $3,156,380
- Benefits paid
- $571,236
- Administrative expenses
- $33,291
- Total expenses
- $604,527
- Net increase / (decrease)
- $2,551,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,267 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,531 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $4,493 | not reported in the loaded dataset |
| Lpl Financial LLC | BROKER/ADVISER | $0 | $2,004 |