2023 Form 5500 filing — Rumpke 401(K) Retirement 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 20240726081055NAL0015128561001) for Rumpke 401(K) Retirement Plan, reported by Rumpke Consolidated Companies, Inc. under EIN 31-1247560 and plan number 003. It reports 3,720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726081055NAL0015128561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rumpke Consolidated Companies, Inc.
- EIN
- 31-1247560
- Plan number
- 003
- Location
- Cincinnati, OH
- Participants
- 3,720
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,732,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,732,701
- Employer contributions
- $5,182,626
- Participant contributions
- $15,060,415
- Total income / additions
- $41,615,418
- Benefits paid
- $11,968,927
- Administrative expenses
- $419,532
- Total expenses
- $12,388,459
- Net increase / (decrease)
- $29,226,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Corporation Of America | NONE | $341,660 | $439 |
| Pca Investment Advisory Services | NONE | $59,568 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $1,004 | $37,027 |
| Vonlehman & Company | NONE | $17,300 | not reported in the loaded dataset |