The Rudolph/Libbe Companies Inc 401(K)/Profit Sharing Plan — Form 5500 plan (The Rudolph/Libbe 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, The Rudolph/Libbe Companies Inc 401(K)/Profit Sharing Plan is a benefit plan reported by The Rudolph/Libbe Companies, Inc under EIN 34-1520402 and plan number 002. The latest loaded filing year is 2023. The filing reports 470 participants and $101,146,182 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Rudolph/Libbe Companies, Inc
EIN
34-1520402
Plan number
002
Plan type
2
Location
Walbridge, OH
Latest filing year
2023
Participants
470
End-of-year plan assets
$101,146,182

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023470H, C20240828141115NAL0011914577004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,146,182
Net assets (EOY)
$101,146,182
Net assets (BOY)
$91,826,370

Income & contributions

Employer contributions
$2,654,077
Participant contributions
$3,376,530
Total contributions
$6,439,217
Total income / additions
$22,054,231

Expenses & distributions

Benefits paid
$12,481,306
Administrative expenses
$253,113
Total expenses
$12,734,419
Net increase / (decrease)
$9,319,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tfo-Tdc, LLCCONSULTANT$136,660not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$116,453$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages