Minda S. Rudnick & Associates 401(K) Plan — Form 5500 plan (Minda S. Rudnick & Associates)
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, Minda S. Rudnick & Associates 401(K) Plan is a benefit plan reported by Minda S. Rudnick & Associates under EIN 34-1514088 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,448,118 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Minda S. Rudnick & Associates
- EIN
- 34-1514088
- Plan number
- 001
- Plan type
- 2
- Location
- Pepper Pike, OH
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $1,448,118
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20241007001509NAL0014569089001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,448,118
- Net assets (EOY)
- $1,448,118
- Net assets (BOY)
- $1,158,334
Income & contributions
- Employer contributions
- $52,760
- Participant contributions
- $36,885
- Total income / additions
- $302,273
Expenses & distributions
- Total expenses
- $12,489
- Net increase / (decrease)
- $289,784
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.