Ruge'S Auto Group 401(K) Profit Sharing Plan — Form 5500 plan (Ruge'S Auto Group, 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, Ruge'S Auto Group 401(K) Profit Sharing Plan is a benefit plan reported by Ruge'S Auto Group, Inc. under EIN 87-2552525 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $6,336,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ruge'S Auto Group, Inc.
- EIN
- 87-2552525
- Plan number
- 002
- Plan type
- 2
- Location
- Rhinebeck, NY
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $6,336,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241013084730NAL0013958947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,336,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,336,917
- Net assets (BOY)
- $4,946,797
Income & contributions
- Employer contributions
- $237,615
- Participant contributions
- $472,734
- Total contributions
- $862,600
- Total income / additions
- $1,667,527
Expenses & distributions
- Benefits paid
- $216,210
- Administrative expenses
- $59,540
- Total expenses
- $277,407
- Net increase / (decrease)
- $1,390,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Waschitz Pavlorff Cpa Llp | AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Wilmington Trust National Assoc | ADVISOR | $16,152 | not reported in the loaded dataset | 2023 |
| N.A. Falcone & Associates, Inc. | CONTRACT ADMINISTRATOR | $9,805 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ruge'S Auto Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rhinebeck, NY
- Waschitz Pavlorff Cpa Llp — Schedule C compensation
- Wilmington Trust National Assoc — Schedule C compensation
- N.A. Falcone & Associates, Inc. — Schedule C compensation