Rothe Development, Inc. 401(K) Plan — Form 5500 plan (Rothe Development, 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, Rothe Development, Inc. 401(K) Plan is a benefit plan reported by Rothe Development, Inc. under EIN 74-1606784 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $10,773,351 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rothe Development, Inc.
- EIN
- 74-1606784
- Plan number
- 001
- Plan type
- 2
- Location
- Webster, TX
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $10,773,351
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20250121180343NAL0002241315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,773,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,773,351
- Net assets (BOY)
- $8,221,498
Income & contributions
- Employer contributions
- $292,842
- Participant contributions
- $967,449
- Total contributions
- $1,779,948
- Total income / additions
- $3,156,380
Expenses & distributions
- Benefits paid
- $571,236
- Administrative expenses
- $33,291
- Total expenses
- $604,527
- Net increase / (decrease)
- $2,551,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,267 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,531 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $4,493 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | BROKER/ADVISER | $0 | $2,004 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rothe Development, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Webster, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation