2023 Form 5500 filing — Rule Joy Trammell & Rubio 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 20240923060025NAL0006460883001) for Rule Joy Trammell & Rubio 401(K) Retirement Plan, reported by Rule Joy Trammell & Rubio, LLC under EIN 20-2218169 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923060025NAL0006460883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rule Joy Trammell & Rubio, LLC
- EIN
- 20-2218169
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,421,702
- Net assets (EOY)
- $13,421,702
- Employer contributions
- $569,639
- Participant contributions
- $790,119
- Total income / additions
- $3,174,209
- Benefits paid
- $616,587
- Administrative expenses
- $64,108
- Total expenses
- $680,695
- Net increase / (decrease)
- $2,493,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $34,682 | not reported in the loaded dataset |
| Jones And Kolb Pa | AUDITOR | $22,000 | $0 |
| Pension Financial Services, Inc. | CONTRACT ADMIN | $6,281 | $5,782 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,145 | $0 |