2023 Form 5500 filing — Rubicon Programs 403(B) 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 20241015111313NAL0029363153001) for Rubicon Programs 403(B) Plan, reported by Rubicon Programs, Inc. under EIN 94-2301550 and plan number 003. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111313NAL0029363153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rubicon Programs, Inc.
- EIN
- 94-2301550
- Plan number
- 003
- Location
- Richmond, CA
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,814,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,814,996
- Employer contributions
- $73,244
- Participant contributions
- $577,565
- Total income / additions
- $1,992,609
- Benefits paid
- $108,731
- Administrative expenses
- $23,431
- Total expenses
- $132,162
- Net increase / (decrease)
- $1,860,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $23,431 | $0 |
| Cetera Advisors LLC | SERVICE PROVIDER | $0 | $13,291 |