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, Rga Cash Balance Plan is a benefit plan reported by Rockford Gastroenterology Associates, Ltd. under EIN 36-3081482 and plan number 003. The latest loaded filing year is 2023. The filing reports 160 participants and $18,925,747 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,925,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,925,747
- Net assets (BOY)
- $16,341,428
Income & contributions
- Employer contributions
- $1,415,633
- Total contributions
- $1,415,633
- Total income / additions
- $2,767,780
Expenses & distributions
- Benefits paid
- $97,668
- Administrative expenses
- $85,793
- Total expenses
- $183,461
- Net increase / (decrease)
- $2,584,319