Rudy'S Markets, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Rudy'S Markets, 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, Rudy'S Markets, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Rudy'S Markets, Inc. under EIN 93-1068761 and plan number 002. The latest loaded filing year is 2023. The filing reports 122 participants and $13,522,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rudy'S Markets, Inc.
- EIN
- 93-1068761
- Plan number
- 002
- Plan type
- 2
- Location
- Bend, OR
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $13,522,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H | 20241011161628NAL0023194929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,522,008
- Total liabilities (EOY)
- $947,498
- Net assets (EOY)
- $12,574,510
- Net assets (BOY)
- $12,708,259
Income & contributions
- Employer contributions
- $642,726
- Total contributions
- $642,726
- Total income / additions
- $577,471
Expenses & distributions
- Benefits paid
- $661,300
- Administrative expenses
- $840
- Total expenses
- $711,220
- Net increase / (decrease)
- -$133,749
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.