2023 Form 5500 filing — Hockenberg Rubin Employee Stock Ownership And 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240310142504NAL0017296883001) for Hockenberg Rubin Employee Stock Ownership And 401(K) Plan, reported by Hockenberg Rubin Company under EIN 42-0669678 and plan number 002. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240310142504NAL0017296883001
Plan sponsor
Hockenberg Rubin Company
EIN
42-0669678
Plan number
002
Location
Urbandale, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$709.4K
Total expenses$9.5M
Benefits paid / distributions$9.4M
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$0
Participant contributions
$0
Total income / additions
$709,432
Benefits paid
$9,443,659
Administrative expenses
$20,517
Total expenses
$9,464,176
Net increase / (decrease)
-$8,754,744

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240310142504NAL0017296883001 cover?
It is the 2023 Form 5500 filing for Hockenberg Rubin Employee Stock Ownership And 401(K) Plan, reported by Hockenberg Rubin Company (EIN 42-0669678).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages