Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan — Form 5500 plan (Rumberger, Kirk & Caldwell, Professional Association)
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, Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan is a benefit plan reported by Rumberger, Kirk & Caldwell, Professional Association under EIN 59-2089901 and plan number 026. The latest loaded filing year is 2023. The filing reports 272 participants and $80,735,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rumberger, Kirk & Caldwell, Professional Association
- EIN
- 59-2089901
- Plan number
- 026
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $80,735,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20240725110102NAL0008159987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,735,737
- Net assets (EOY)
- $80,735,737
- Net assets (BOY)
- $70,317,343
Income & contributions
- Employer contributions
- $1,695,477
- Participant contributions
- $2,294,904
- Total contributions
- $4,072,158
- Total income / additions
- $15,710,536
Expenses & distributions
- Benefits paid
- $5,169,707
- Administrative expenses
- $122,435
- Total expenses
- $5,292,142
- Net increase / (decrease)
- $10,418,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $63,991 | $0 | 2023 |
| Cerity Partners Retirement Plan | ADVISOR | $46,144 | not reported in the loaded dataset | 2023 |
| Rehmann LLC | AUDITOR | $12,300 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rumberger, Kirk & Caldwell, Professional Association
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Transamerica Retirement Solutions — Schedule C compensation
- Cerity Partners Retirement Plan — Schedule C compensation
- Rehmann LLC — Schedule C compensation
- National Financial Services — Schedule C compensation