2023 Form 5500 filing — Rugby 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 20241008115720NAL0009614739001) for Rugby 401(K) Plan, reported by Rugby Holdings LLC under EIN 81-2554323 and plan number 001. It reports 787 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008115720NAL0009614739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rugby Holdings LLC
- EIN
- 81-2554323
- Plan number
- 001
- Location
- Concord, NH
- Participants
- 787
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,153,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,153,377
- Employer contributions
- $821,025
- Participant contributions
- $3,260,241
- Total income / additions
- $8,474,135
- Benefits paid
- $2,503,978
- Administrative expenses
- $123,890
- Total expenses
- $2,627,868
- Net increase / (decrease)
- $5,846,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $61,448 | $0 |
| Ds Investment Advisors | ADVISOR | $27,842 | not reported in the loaded dataset |
| Afg Fiduciary Services Lp | ADVISOR | $22,940 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $11,660 | not reported in the loaded dataset |