Rule Joy Trammell & Rubio 401(K) Retirement Plan — Form 5500 plan (Rule Joy Trammell & Rubio, LLC)
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, Rule Joy Trammell & Rubio 401(K) Retirement Plan is a benefit plan reported by Rule Joy Trammell & Rubio, LLC under EIN 20-2218169 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $13,421,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rule Joy Trammell & Rubio, LLC
- EIN
- 20-2218169
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $13,421,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20240923060025NAL0006460883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,421,702
- Net assets (EOY)
- $13,421,702
- Net assets (BOY)
- $10,928,188
Income & contributions
- Employer contributions
- $569,639
- Participant contributions
- $790,119
- Total contributions
- $1,367,621
- Total income / additions
- $3,174,209
Expenses & distributions
- Benefits paid
- $616,587
- Administrative expenses
- $64,108
- Total expenses
- $680,695
- Net increase / (decrease)
- $2,493,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $34,682 | not reported in the loaded dataset | 2023 |
| Jones And Kolb Pa | AUDITOR | $22,000 | $0 | 2023 |
| Pension Financial Services, Inc. | CONTRACT ADMIN | $6,281 | $5,782 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,145 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rule Joy Trammell & Rubio, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Wells Fargo Advisors LLC — Schedule C compensation
- Jones And Kolb Pa — Schedule C compensation
- Pension Financial Services, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation