Abbott-Rhoton Investments, LLC 401(K) Plan — Form 5500 plan (Abbott-Rhoton Investments, LLC)
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, Abbott-Rhoton Investments, LLC 401(K) Plan is a benefit plan reported by Abbott-Rhoton Investments, LLC under EIN 30-0426504 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $2,503,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abbott-Rhoton Investments, LLC
- EIN
- 30-0426504
- Plan number
- 001
- Plan type
- 2
- Location
- Flagstaff, AZ
- Latest filing year
- 2023
- Participants
- 29
- End-of-year plan assets
- $2,503,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20240722115244NAL0016216112001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,503,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,503,894
- Net assets (BOY)
- $1,917,137
Income & contributions
- Employer contributions
- $86,811
- Participant contributions
- $318,396
- Total income / additions
- $713,191
Expenses & distributions
- Benefits paid
- $126,246
- Administrative expenses
- $188
- Total expenses
- $126,434
- Net increase / (decrease)
- $586,757
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.