2023 Form 5500 filing — Rubin And Rudman Llp 401(K) Profit Sharing 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 20241003142220NAL0005775219001) for Rubin And Rudman Llp 401(K) Profit Sharing Plan, reported by Rubin And Rudman Llp under EIN 04-2202844 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$67.4MReported net assets$67,422,737
Participants228
Provider compensation$14.9K2 Schedule C row(s)$14,929
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003142220NAL0005775219001
- Plan sponsor
- Rubin And Rudman Llp
- EIN
- 04-2202844
- Plan number
- 001
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
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)$67.4M total assets
Net assets$67.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $67,422,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,422,737
- Employer contributions
- $1,236,184
- Participant contributions
- $1,744,311
- Total income / additions
- $11,952,281
- Benefits paid
- $3,338,564
- Administrative expenses
- $21,885
- Total expenses
- $3,360,449
- Net increase / (decrease)
- $8,591,832
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockland Trust Company | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | RECORDKEEPER | $4,929 | $0 |