Plan5500

Sadoff And Rudoy Industries Pension Plan For Union Employees — Form 5500 plan (Sadoff And Rudoy Industries, 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, Sadoff And Rudoy Industries Pension Plan For Union Employees is a benefit plan reported by Sadoff And Rudoy Industries, Llp under EIN 39-1047279 and plan number 005. The latest loaded filing year is 2023. The filing reports 126 participants and $6,632,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sadoff And Rudoy Industries, Llp
EIN
39-1047279
Plan number
005
Plan type
2
Location
Fond Du Lac, WI
Latest filing year
2023
Participants
126
End-of-year plan assets
$6,632,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20241011110611NAL0038520768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,632,705
Total liabilities (EOY)
$0
Net assets (EOY)
$6,632,705
Net assets (BOY)
$6,587,477

Income & contributions

Total contributions
$0
Total income / additions
$289,709

Expenses & distributions

Benefits paid
$212,256
Administrative expenses
$32,225
Total expenses
$244,481
Net increase / (decrease)
$45,228

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment AdvisorsNONE$14,815not reported in the loaded dataset2023
Newport Group, Inc.NONE$5,289not reported in the loaded dataset2023

Related Form 5500 pages