2023 Form 5500 filing — Minda S. Rudnick & Associates 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 20241007001509NAL0014569089001) for Minda S. Rudnick & Associates 401(K) Plan, reported by Minda S. Rudnick & Associates under EIN 34-1514088 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241007001509NAL0014569089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Minda S. Rudnick & Associates
- EIN
- 34-1514088
- Plan number
- 001
- Location
- Pepper Pike, OH
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,448,118
- Net assets (EOY)
- $1,448,118
- Employer contributions
- $52,760
- Participant contributions
- $36,885
- Total income / additions
- $302,273
- Total expenses
- $12,489
- Net increase / (decrease)
- $289,784
- Schedule source
- Schedule I