The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan — Form 5500 plan (Rummel, Klepper & Kahl)

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, The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan is a benefit plan reported by Rummel, Klepper & Kahl under EIN 52-0599112 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,750 participants and $251,067,472 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rummel, Klepper & Kahl
EIN
52-0599112
Plan number
002
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
1,750
End-of-year plan assets
$251,067,472

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,750H, C20241004140420NAL0019750912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$251,067,472
Total liabilities (EOY)
$0
Net assets (EOY)
$251,067,472
Net assets (BOY)
$206,115,245

Income & contributions

Employer contributions
$6,808,736
Participant contributions
$13,972,883
Total contributions
$23,507,861
Total income / additions
$61,192,838

Expenses & distributions

Benefits paid
$16,112,953
Administrative expenses
$121,763
Total expenses
$16,240,611
Net increase / (decrease)
$44,952,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$122,524$02023

Related Form 5500 pages