Rukel Management, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Rukel Management, 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, Rukel Management, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Rukel Management, LLC under EIN 26-0207564 and plan number 001. The latest loaded filing year is 2023. The filing reports 914 participants and $13,839,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rukel Management, LLC
EIN
26-0207564
Plan number
001
Plan type
2
Location
St. Charles, IL
Latest filing year
2023
Participants
914
End-of-year plan assets
$13,839,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023914H, C20240726150942NAL0016233937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,839,243
Total liabilities (EOY)
$0
Net assets (EOY)
$13,839,243
Net assets (BOY)
$11,136,342

Income & contributions

Employer contributions
$510,282
Participant contributions
$835,826
Total contributions
$1,403,251
Total income / additions
$3,218,623

Expenses & distributions

Benefits paid
$498,937
Administrative expenses
$16,785
Total expenses
$515,722
Net increase / (decrease)
$2,702,901

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trust Company Of IllinoisSERVICE PROVIDER$16,785$02023

Related Form 5500 pages