2023 Form 5500 filing — Rpa 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 20240909151338NAL0010734050001) for Rpa Retirement Plan, reported by Rubin Postaer And Associates under EIN 95-4062405 and plan number 001. It reports 952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909151338NAL0010734050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rubin Postaer And Associates
- EIN
- 95-4062405
- Plan number
- 001
- Location
- Santa Monica, CA
- Participants
- 952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,606,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,606,985
- Employer contributions
- $406,574
- Participant contributions
- $5,332,983
- Total income / additions
- $22,240,595
- Benefits paid
- $9,307,585
- Administrative expenses
- $106,745
- Total expenses
- $9,414,330
- Net increase / (decrease)
- $12,826,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | CONSULTANT | $64,737 | not reported in the loaded dataset |
| Cohnreznick | CONSULTANT | $20,475 | not reported in the loaded dataset |
| Kravitz | CONSULTANT | $18,750 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $575 | $0 |