The Republic Of Tea, Inc./Rubin Wines LLC 401(K) Plan — Form 5500 plan (The Republic Of Tea, 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, The Republic Of Tea, Inc./Rubin Wines LLC 401(K) Plan is a benefit plan reported by The Republic Of Tea, Inc. under EIN 68-0324440 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $15,261,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Republic Of Tea, Inc.
EIN
68-0324440
Plan number
002
Plan type
2
Location
Nashville, IL
Latest filing year
2023
Participants
166
End-of-year plan assets
$15,261,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240717093314NAL0004182609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,261,601
Total liabilities (EOY)
$0
Net assets (EOY)
$15,261,601
Net assets (BOY)
$14,474,193

Income & contributions

Employer contributions
$541,000
Participant contributions
$610,635
Total contributions
$1,203,895
Total income / additions
$3,464,260

Expenses & distributions

Benefits paid
$2,660,179
Administrative expenses
$16,673
Total expenses
$2,676,852
Net increase / (decrease)
$787,408

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORD KEEPER$8,855$02023
Newport Trust CompanyTRUSTEE$7,818$02023

Related Form 5500 pages