Plan5500

Rhoads Energy 401(K) Plan — Form 5500 plan (Jerome H. Rhoads, Inc.)

Plain-English plan 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, Rhoads Energy 401(K) Plan is a benefit plan reported by Jerome H. Rhoads, Inc. under EIN 23-1521282 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $7,046,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jerome H. Rhoads, Inc.
EIN
23-1521282
Plan number
002
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
190
End-of-year plan assets
$7,046,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241015131117NAL0016460083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,046,423
Total liabilities (EOY)
$0
Net assets (EOY)
$7,046,423
Net assets (BOY)
$5,854,182

Income & contributions

Employer contributions
$107,815
Participant contributions
$577,733
Total contributions
$729,207
Total income / additions
$1,613,209

Expenses & distributions

Benefits paid
$411,772
Administrative expenses
$9,196
Total expenses
$420,968
Net increase / (decrease)
$1,192,241

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Massachusetts Mutual Life Ins CompINVESTMENT ADVISOR$15,868not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages