2023 Form 5500 filing — Rupp, Pfalzgraf LLC 401(K) Ps 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 20241002130101NAL0008804497001) for Rupp, Pfalzgraf LLC 401(K) Ps Plan, reported by Rupp, Pfalzgraf LLC under EIN 16-1583308 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002130101NAL0008804497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rupp, Pfalzgraf LLC
- EIN
- 16-1583308
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,813,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,813,723
- Employer contributions
- $638,136
- Participant contributions
- $702,861
- Total income / additions
- $4,813,388
- Benefits paid
- $2,237,888
- Administrative expenses
- $5,639
- Total expenses
- $2,243,527
- Net increase / (decrease)
- $2,569,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sterling Investment Counsel | INVESTMENT ADVISOR | $26,756 | not reported in the loaded dataset |
| First Great-West Life & Annuity | RECORDKEEPER | $23,078 | not reported in the loaded dataset |
| Rimkus Marciano & Associates Inc | CONTRACT ADMIN | $5,213 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,667 | not reported in the loaded dataset |
| Charles Schwab, Inc | BROKERAGE SERVICES | not reported in the loaded dataset | not reported in the loaded dataset |