Rubin And Rudman Llp 401(K) Profit Sharing Plan — Form 5500 plan (Rubin And Rudman Llp)
Plain-English plan 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, Rubin And Rudman Llp 401(K) Profit Sharing Plan is a benefit plan reported by Rubin And Rudman Llp under EIN 04-2202844 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $67,422,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rubin And Rudman Llp
- EIN
- 04-2202844
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $67,422,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241003142220NAL0005775219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,422,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,422,737
- Net assets (BOY)
- $58,830,905
Income & contributions
- Employer contributions
- $1,236,184
- Participant contributions
- $1,744,311
- Total contributions
- $3,238,052
- Total income / additions
- $11,952,281
Expenses & distributions
- Benefits paid
- $3,338,564
- Administrative expenses
- $21,885
- Total expenses
- $3,360,449
- Net increase / (decrease)
- $8,591,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockland Trust Company | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | RECORDKEEPER | $4,929 | $0 | 2023 |