2023 Form 5500 filing — 401(K) Profit Sharing Plan For Rulon Company

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 20241024095323NAL0000586995001) for 401(K) Profit Sharing Plan For Rulon Company, reported by Rulon Company under EIN 58-2337657 and plan number 001. It reports 230 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)$5.9MReported net assets$5,949,596
Participants230
Provider compensation$1.2K1 Schedule C row(s)$1,240
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241024095323NAL0000586995001
Plan sponsor
Rulon Company
EIN
58-2337657
Plan number
001
Location
St Augustine, FL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$65.5K
Benefits paid / distributions$64.2K
Contributions
Employer$122.5K
Participant$601.3K
Full reported line items
Total assets (EOY)
$5,949,596
Total liabilities (EOY)
$0
Net assets (EOY)
$5,949,596
Employer contributions
$122,549
Participant contributions
$601,327
Total income / additions
$1,565,630
Benefits paid
$64,228
Administrative expenses
$1,240
Total expenses
$65,468
Net increase / (decrease)
$1,500,162
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INSURANCE CARRIER · Direct $1.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241024095323NAL0000586995001 cover?
It is the 2023 Form 5500 filing for 401(K) Profit Sharing Plan For Rulon Company, reported by Rulon Company (EIN 58-2337657).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages