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, Rodefer Moss & Co, Pllc 401(K) Profit Sharing Plan is a benefit plan reported by Rodefer Moss & Co, Pllc under EIN 62-1690032 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $9,867,251 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,867,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,867,251
- Net assets (BOY)
- $8,798,691
Income & contributions
- Employer contributions
- $333,747
- Participant contributions
- $746,769
- Total contributions
- $1,080,516
- Total income / additions
- $2,602,453
Expenses & distributions
- Benefits paid
- $1,500,227
- Administrative expenses
- $33,666
- Total expenses
- $1,533,893
- Net increase / (decrease)
- $1,068,560