Rockford Realty 401k Plan — Form 5500 plan (Rockford Realty Group, 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, Rockford Realty 401k Plan is a benefit plan reported by Rockford Realty Group, LLC under EIN 45-3684400 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,528,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockford Realty Group, LLC
- EIN
- 45-3684400
- Plan number
- 001
- Plan type
- 2
- Location
- Lake City, FL
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,528,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20250116130008NAL0012729731001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,528,561
- Net assets (EOY)
- $1,528,561
- Net assets (BOY)
- $1,271,917
Income & contributions
- Employer contributions
- $2,800
- Participant contributions
- $60,000
- Total income / additions
- $267,155
Expenses & distributions
- Administrative expenses
- $10,498
- Total expenses
- $10,511
- Net increase / (decrease)
- $256,644
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.