Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan — Form 5500 plan (Rudd Equipment Company, Inc.)

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, Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan is a benefit plan reported by Rudd Equipment Company, Inc. under EIN 61-0445955 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $27,578,989 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rudd Equipment Company, Inc.
EIN
61-0445955
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
380
End-of-year plan assets
$27,578,989

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023380H, C20241015161007NAL0016844083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,578,989
Total liabilities (EOY)
$0
Net assets (EOY)
$27,578,989
Net assets (BOY)
$25,517,941

Income & contributions

Employer contributions
$153,435
Participant contributions
$0
Total contributions
$153,435
Total income / additions
$4,023,935

Expenses & distributions

Benefits paid
$1,822,206
Administrative expenses
$140,681
Total expenses
$1,962,887
Net increase / (decrease)
$2,061,048

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sterling Capital Management LLCNONE$90,780not reported in the loaded dataset2023
Truist BankNONE$49,784not reported in the loaded dataset2023

Related Form 5500 pages