2023 Form 5500 filing — Rudd & Company Pllc 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 20241015125231NAL0028483713001) for Rudd & Company Pllc 401(K) Plan, reported by Rudd & Company Pllc under EIN 82-0467399 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241015125231NAL0028483713001
Filing year
2023
Form type
2
Plan sponsor
Rudd & Company Pllc
EIN
82-0467399
Plan number
001
Location
Idaho Falls, ID
Participants
109
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,526,160
Net assets (EOY)
$9,526,160
Employer contributions
$430,721
Participant contributions
$806,664
Total income / additions
$2,123,181
Benefits paid
$952,890
Total expenses
$984,094
Net increase / (decrease)
$1,139,087
Schedule source
Schedule I

Related Form 5500 pages