Rumpke 401(K) Retirement Plan — Form 5500 plan (Rumpke Consolidated Companies, Inc.)
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, Rumpke 401(K) Retirement Plan is a benefit plan reported by Rumpke Consolidated Companies, Inc. under EIN 31-1247560 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,720 participants and $148,732,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rumpke Consolidated Companies, Inc.
- EIN
- 31-1247560
- Plan number
- 003
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 3,720
- End-of-year plan assets
- $148,732,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,720 | H, C | 20240726081055NAL0015128561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,732,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,732,701
- Net assets (BOY)
- $119,505,742
Income & contributions
- Employer contributions
- $5,182,626
- Participant contributions
- $15,060,415
- Total contributions
- $21,215,805
- Total income / additions
- $41,615,418
Expenses & distributions
- Benefits paid
- $11,968,927
- Administrative expenses
- $419,532
- Total expenses
- $12,388,459
- Net increase / (decrease)
- $29,226,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Corporation Of America | NONE | $341,660 | $439 | 2023 |
| Pca Investment Advisory Services | NONE | $59,568 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $1,004 | $37,027 | 2023 |
| Vonlehman & Company | NONE | $17,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rumpke Consolidated Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Pension Corporation Of America — Schedule C compensation
- Pca Investment Advisory Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Vonlehman & Company — Schedule C compensation