2023 Form 5500 filing — Rudd Equipment Co Inc Restated Employees Profit Sharing Plan And Trust

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 20241018071306NAL0034046929001) for Rudd Equipment Co Inc Restated Employees Profit Sharing Plan And Trust, reported by Rudd Equipment Company, Inc. under EIN 61-0445955 and plan number 002. It reports 367 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)$60.8MReported net assets$60,753,780

Participants367

Provider compensation$65.8K3 Schedule C row(s)$65,764

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241018071306NAL0034046929001
Plan sponsor: Rudd Equipment Company, Inc.
EIN: 61-0445955
Plan number: 002
Location: Louisville, KY
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)$60.8M total assets

Net assets$60.8MLiabilities$0

Money in vs. money out

Total income / additions$12.4M

Total expenses$2.5M

Benefits paid / distributions$2.4M

Contributions

Employer$1.6M

Participant$2M

Full reported line items

Total assets (EOY): $60,753,780
Total liabilities (EOY): $0
Net assets (EOY): $60,753,780
Employer contributions: $1,579,958
Participant contributions: $1,965,974
Total income / additions: $12,383,240
Benefits paid: $2,404,373
Administrative expenses: $65,764
Total expenses: $2,470,137
Net increase / (decrease): $9,913,103

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
Provider	Service	Direct comp.	Indirect comp.
Newport Group, Inc.	RECORDKEEPER	$31,519	$0
Pnc Institutional Asset Management	ADVISOR	$26,564	not reported in the loaded dataset
Newport Trust Company	TRUSTEE	$7,681	not reported in the loaded dataset