Rupp, Pfalzgraf LLC 401(K) Ps Plan — Form 5500 plan (Rupp, Pfalzgraf LLC)
Plain-English plan 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, Rupp, Pfalzgraf LLC 401(K) Ps Plan is a benefit plan reported by Rupp, Pfalzgraf LLC under EIN 16-1583308 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $20,813,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rupp, Pfalzgraf LLC
- EIN
- 16-1583308
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $20,813,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241002130101NAL0008804497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,813,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,813,723
- Net assets (BOY)
- $18,243,862
Income & contributions
- Employer contributions
- $638,136
- Participant contributions
- $702,861
- Total contributions
- $1,354,086
- Total income / additions
- $4,813,388
Expenses & distributions
- Benefits paid
- $2,237,888
- Administrative expenses
- $5,639
- Total expenses
- $2,243,527
- Net increase / (decrease)
- $2,569,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sterling Investment Counsel | INVESTMENT ADVISOR | $26,756 | not reported in the loaded dataset | 2023 |
| First Great-West Life & Annuity | RECORDKEEPER | $23,078 | not reported in the loaded dataset | 2023 |
| Rimkus Marciano & Associates Inc | CONTRACT ADMIN | $5,213 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,667 | not reported in the loaded dataset | 2023 |
| Charles Schwab, Inc | BROKERAGE SERVICES | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rupp, Pfalzgraf LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Sterling Investment Counsel — Schedule C compensation
- First Great-West Life & Annuity — Schedule C compensation
- Rimkus Marciano & Associates Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Charles Schwab, Inc — Schedule C compensation