2023 Form 5500 filing — Rudd Group 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 20240926091824NAL0000272051001) for Rudd Group Retirement Plan, reported by Lrico Services, LLC under EIN 20-5110071 and plan number 001. It reports 1,222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$40.5MReported net assets$40,474,931
Participants1.2K1,222
Provider compensation$185.5K4 Schedule C row(s)$185,473
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926091824NAL0000272051001
Plan sponsor
Lrico Services, LLC
EIN
20-5110071
Plan number
001
Location
Wichita, KS
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$40.5M total assets
Net assets$40.5MLiabilities$0
Money in vs. money out
Total income / additions$12.3M
Total expenses$3.5M
Benefits paid / distributions$3.3M
Contributions
Employer$2M
Participant$3.5M
Full reported line items
Total assets (EOY)
$40,474,931
Total liabilities (EOY)
$0
Net assets (EOY)
$40,474,931
Employer contributions
$2,041,308
Participant contributions
$3,511,923
Total income / additions
$12,306,066
Benefits paid
$3,278,743
Administrative expenses
$185,473
Total expenses
$3,464,216
Net increase / (decrease)
$8,841,850
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $116.8K
  2. 2
    NONE · Direct $33.8K
  3. 3
    NONE · Direct $23.9K · Indirect $0
  4. 4
    NONE · Direct $11K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926091824NAL0000272051001 cover?
It is the 2023 Form 5500 filing for Rudd Group Retirement Plan, reported by Lrico Services, LLC (EIN 20-5110071).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages