Rudd & Company Pllc 401(K) Plan — Form 5500 plan (Rudd & Company Pllc)
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 & Company Pllc 401(K) Plan is a benefit plan reported by Rudd & Company Pllc under EIN 82-0467399 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $9,526,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rudd & Company Pllc
- EIN
- 82-0467399
- Plan number
- 001
- Plan type
- 2
- Location
- Idaho Falls, ID
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $9,526,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | I | 20241015125231NAL0028483713001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,526,160
- Net assets (EOY)
- $9,526,160
- Net assets (BOY)
- $8,387,073
Income & contributions
- Employer contributions
- $430,721
- Participant contributions
- $806,664
- Total income / additions
- $2,123,181
Expenses & distributions
- Benefits paid
- $952,890
- Total expenses
- $984,094
- Net increase / (decrease)
- $1,139,087
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.