2023 Form 5500 filing — Ruge'S Auto Group 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 20241013084730NAL0013958947001) for Ruge'S Auto Group 401(K) Profit Sharing Plan, reported by Ruge'S Auto Group, Inc. under EIN 87-2552525 and plan number 002. It reports 134 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)$6.3MReported net assets$6,336,917
Participants134
Provider compensation$46K3 Schedule C row(s)$45,957
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013084730NAL0013958947001
- Plan sponsor
- Ruge'S Auto Group, Inc.
- EIN
- 87-2552525
- Plan number
- 002
- Location
- Rhinebeck, NY
- 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)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,336,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,336,917
- Employer contributions
- $237,615
- Participant contributions
- $472,734
- Total income / additions
- $1,667,527
- Benefits paid
- $216,210
- Administrative expenses
- $59,540
- Total expenses
- $277,407
- Net increase / (decrease)
- $1,390,120
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Waschitz Pavlorff Cpa Llp | AUDITOR | $20,000 | not reported in the loaded dataset |
| Wilmington Trust National Assoc | ADVISOR | $16,152 | not reported in the loaded dataset |
| N.A. Falcone & Associates, Inc. | CONTRACT ADMINISTRATOR | $9,805 | not reported in the loaded dataset |