2023 Form 5500 filing — The Rudolph/Libbe Companies Inc 401(K)/Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828141115NAL0011914577004) for The Rudolph/Libbe Companies Inc 401(K)/Profit Sharing Plan, reported by The Rudolph/Libbe Companies, Inc under EIN 34-1520402 and plan number 002. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828141115NAL0011914577004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Rudolph/Libbe Companies, Inc
- EIN
- 34-1520402
- Plan number
- 002
- Location
- Walbridge, OH
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,146,182
- Net assets (EOY)
- $101,146,182
- Employer contributions
- $2,654,077
- Participant contributions
- $3,376,530
- Total income / additions
- $22,054,231
- Benefits paid
- $12,481,306
- Administrative expenses
- $253,113
- Total expenses
- $12,734,419
- Net increase / (decrease)
- $9,319,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tfo-Tdc, LLC | CONSULTANT | $136,660 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $116,453 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |