2023 Form 5500 filing — Ruhnau Clarke Architects 401(K) Profit Sharing And Trust
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 20241002120105NAL0014906928001) for Ruhnau Clarke Architects 401(K) Profit Sharing And Trust, reported by Ruhnau Clarke Architects under EIN 33-6104932 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002120105NAL0014906928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ruhnau Clarke Architects
- EIN
- 33-6104932
- Plan number
- 001
- Location
- Riverside, CA
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,152,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,152,834
- Employer contributions
- $326,008
- Participant contributions
- $590,641
- Total income / additions
- $2,274,540
- Benefits paid
- $710,802
- Administrative expenses
- $19,474
- Total expenses
- $734,751
- Net increase / (decrease)
- $1,539,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement | NONE | $14,541 | not reported in the loaded dataset |
| Accelerate Investment Advisors | NONE | $4,933 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $2,925 | $17 |