Residential Homes For The Developmentally Disabled Inc Tax Deferred Annuity Plan — Form 5500 plan (R H D D 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, Residential Homes For The Developmentally Disabled Inc Tax Deferred Annuity Plan is a benefit plan reported by R H D D Inc. under EIN 31-0902494 and plan number 001. The latest loaded filing year is 2023. The filing reports 583 participants and $3,341,870 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,341,870
Participants583Covered participants reported
Assets / participant$5.7KComputed: assets ÷ participants$5,732 (computed)
Provider compensation$1.1K1 Schedule C provider row(s)$1,130
Plan sponsor
R H D D Inc.
EIN
31-0902494
Plan number
001
Plan type
2
Location
Coshocton, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023583H, C20250115000959NAL0041709330001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$579K
Total expenses$206.3K
Benefits paid / distributions$204.1K
Contributions
Employer$97.2K
Participant$131K
Full reported line items

Net assets

Total assets (EOY)
$3,341,870
Total liabilities (EOY)
$0
Net assets (EOY)
$3,341,870
Net assets (BOY)
$2,969,098

Income & contributions

Employer contributions
$97,240
Participant contributions
$130,973
Total contributions
$228,213
Total income / additions
$579,026

Expenses & distributions

Benefits paid
$204,084
Administrative expenses
$2,170
Total expenses
$206,254
Net increase / (decrease)
$372,772
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$1,130$02023

Related Form 5500 pages