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, Rhodes Financial Services, LLC 401(K) Plan is a benefit plan reported by Rhodes Financial Services, LLC under EIN 58-2493504 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $22,945,916 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,945,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,945,916
- Net assets (BOY)
- $18,426,644
Income & contributions
- Employer contributions
- $574,769
- Participant contributions
- $1,261,863
- Total contributions
- $1,855,468
- Total income / additions
- $5,694,689
Expenses & distributions
- Benefits paid
- $1,120,950
- Administrative expenses
- $54,467
- Total expenses
- $1,175,417
- Net increase / (decrease)
- $4,519,272