2023 Form 5500 filing — Rich Ruhl 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 20241011184800NAL0039834368001) for Rich Ruhl 401(K) Profit Sharing Plan, reported by Rich Ruhl Insurance, Inc. under EIN 93-1259634 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$422.3KReported net assets$422,273
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011184800NAL0039834368001
Plan sponsor
Rich Ruhl Insurance, Inc.
EIN
93-1259634
Plan number
001
Location
Eugene, OR
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$422.3K total assets
Net assets$422.3KLiabilities$0
Money in vs. money out
Total income / additions$80.1K
Total expenses$16.1K
Benefits paid / distributions$10.2K
Contributions
Employer$4.4K
Participant$60K
Full reported line items
Total assets (EOY)
$422,273
Total liabilities (EOY)
$0
Net assets (EOY)
$422,273
Employer contributions
$4,443
Participant contributions
$60,000
Total income / additions
$80,058
Benefits paid
$10,161
Administrative expenses
$5,925
Total expenses
$16,086
Net increase / (decrease)
$63,972

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011184800NAL0039834368001 cover?
It is the 2023 Form 5500 filing for Rich Ruhl 401(K) Profit Sharing Plan, reported by Rich Ruhl Insurance, Inc. (EIN 93-1259634).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages