Jerome H. Rhoads, Inc. Employee Stock Ownership 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, Jerome H. Rhoads, Inc. Employee Stock Ownership Plan is a benefit plan reported by Jerome H. Rhoads, Inc. under EIN 23-1521282 and plan number 003. The latest loaded filing year is 2023. The filing reports 191 participants and $3,539,968 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
- 003
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $3,539,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H | 20241014145832NAL0013490739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,539,968
- Total liabilities (EOY)
- $2,620,836
- Net assets (EOY)
- $919,132
- Net assets (BOY)
- $1,002,279
Income & contributions
- Employer contributions
- $343,525
- Total contributions
- $343,525
- Total income / additions
- -$18,740
Expenses & distributions
- Benefits paid
- $13,088
- Administrative expenses
- $91
- Total expenses
- $64,407
- Net increase / (decrease)
- -$83,147
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.