2023 Form 5500 filing — Cator, Ruma & Associates, Co. Profit Sharing 401(K) 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 20241001105359NAL0006964209001) for Cator, Ruma & Associates, Co. Profit Sharing 401(K) Plan, reported by Cator, Ruma & Associates, Co. under EIN 84-0522935 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001105359NAL0006964209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cator, Ruma & Associates, Co.
- EIN
- 84-0522935
- Plan number
- 002
- Location
- Lakewood, CO
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,255,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,255,900
- Employer contributions
- $196,734
- Participant contributions
- $759,736
- Total income / additions
- $3,044,225
- Benefits paid
- $121,340
- Administrative expenses
- $27,869
- Total expenses
- $149,209
- Net increase / (decrease)
- $2,895,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gill Capital Partners, LLC | INVESTMENT ADVISOR | $22,958 | not reported in the loaded dataset |
| Empower Annuity | RECORDKEEPER | $21,975 | $0 |
| Cbiz Retirement Plan Services | TPA | $7,747 | not reported in the loaded dataset |