2023 Form 5500 filing — The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings 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 20241004140420NAL0019750912001) for The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan, reported by Rummel, Klepper & Kahl under EIN 52-0599112 and plan number 002. It reports 1,750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$251.1MReported net assets$251,067,472
Participants1.8K1,750
Provider compensation$122.5K1 Schedule C row(s)$122,524
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004140420NAL0019750912001
- Plan sponsor
- Rummel, Klepper & Kahl
- EIN
- 52-0599112
- Plan number
- 002
- Location
- Baltimore, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$251.1M total assets
Net assets$251.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $251,067,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $251,067,472
- Employer contributions
- $6,808,736
- Participant contributions
- $13,972,883
- Total income / additions
- $61,192,838
- Benefits paid
- $16,112,953
- Administrative expenses
- $121,763
- Total expenses
- $16,240,611
- Net increase / (decrease)
- $44,952,227
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $122,524 | $0 |