2023 Form 5500 filing — Rumberger, Kirk & Caldwell, Professional Association Profit Sharing 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 20240725110102NAL0008159987001) for Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan, reported by Rumberger, Kirk & Caldwell, Professional Association under EIN 59-2089901 and plan number 026. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725110102NAL0008159987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rumberger, Kirk & Caldwell, Professional Association
- EIN
- 59-2089901
- Plan number
- 026
- Location
- Orlando, FL
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,735,737
- Net assets (EOY)
- $80,735,737
- Employer contributions
- $1,695,477
- Participant contributions
- $2,294,904
- Total income / additions
- $15,710,536
- Benefits paid
- $5,169,707
- Administrative expenses
- $122,435
- Total expenses
- $5,292,142
- Net increase / (decrease)
- $10,418,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $63,991 | $0 |
| Cerity Partners Retirement Plan | ADVISOR | $46,144 | not reported in the loaded dataset |
| Rehmann LLC | AUDITOR | $12,300 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |