Rudd Equipment Co Inc Restated Employees Profit Sharing Plan And Trust — 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 Profit Sharing Plan And Trust is a benefit plan reported by Rudd Equipment Company, Inc. under EIN 61-0445955 and plan number 002. The latest loaded filing year is 2023. The filing reports 367 participants and $60,753,780 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$60.8MPlan net assets, end of year$60,753,780
Participants367Covered participants reported
Assets / participant$165.5KComputed: assets ÷ participants$165,542 (computed)
Provider compensation$65.8K3 Schedule C provider row(s)$65,764
- Plan sponsor
- Rudd Equipment Company, Inc.
- EIN
- 61-0445955
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20241018071306NAL0034046929001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$60.8M total assets
Net assets$60.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $60,753,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,753,780
- Net assets (BOY)
- $50,840,677
Income & contributions
- Employer contributions
- $1,579,958
- Participant contributions
- $1,965,974
- Total contributions
- $3,585,546
- Total income / additions
- $12,383,240
Expenses & distributions
- Benefits paid
- $2,404,373
- Administrative expenses
- $65,764
- Total expenses
- $2,470,137
- Net increase / (decrease)
- $9,913,103
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
45%55%
Employer 45%Participant 55%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $31,519 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $26,564 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $7,681 | not reported in the loaded dataset | 2023 |