Rubinbrown Llp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Rubinbrown Llp)
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, Rubinbrown Llp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Rubinbrown Llp under EIN 43-0765316 and plan number 002. The latest loaded filing year is 2023. The filing reports 882 participants and $177,358,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rubinbrown Llp
- EIN
- 43-0765316
- Plan number
- 002
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
- Participants
- 882
- End-of-year plan assets
- $177,358,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 882 | H, C | 20250317113501NAL0001632113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $177,358,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $177,358,826
- Net assets (BOY)
- $159,978,732
Income & contributions
- Employer contributions
- $4,553,985
- Participant contributions
- $8,968,586
- Total contributions
- $14,497,859
- Total income / additions
- $35,550,228
Expenses & distributions
- Benefits paid
- $18,138,660
- Administrative expenses
- $31,474
- Total expenses
- $18,170,134
- Net increase / (decrease)
- $17,380,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Enterprise Bank & Trust | ADVISOR | $44,249 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,775 | $0 | 2023 |