Ruprecht Company 401(K) Plan — Form 5500 plan (Ruprecht)
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, Ruprecht Company 401(K) Plan is a benefit plan reported by Ruprecht under EIN 36-2511838 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $5,981,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ruprecht
- EIN
- 36-2511838
- Plan number
- 001
- Plan type
- 2
- Location
- Mundelein, IL
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $5,981,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20240805130418NAL0002675202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,981,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,981,717
- Net assets (BOY)
- $4,502,342
Income & contributions
- Employer contributions
- $489,465
- Participant contributions
- $992,649
- Total contributions
- $1,702,487
- Total income / additions
- $2,537,630
Expenses & distributions
- Benefits paid
- $1,055,281
- Administrative expenses
- $2,974
- Total expenses
- $1,058,255
- Net increase / (decrease)
- $1,479,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $13,508 | 2023 |
| Morgan Stanley Smith Barney | ADVISOR | $0 | $8,545 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,974 | $0 | 2023 |