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, Cator, Ruma & Associates, Co. Profit Sharing 401(K) Plan is a benefit plan reported by Cator, Ruma & Associates, Co. under EIN 84-0522935 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $14,255,900 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,255,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,255,900
- Net assets (BOY)
- $11,360,884
Income & contributions
- Employer contributions
- $196,734
- Participant contributions
- $759,736
- Total contributions
- $1,099,087
- Total income / additions
- $3,044,225
Expenses & distributions
- Benefits paid
- $121,340
- Administrative expenses
- $27,869
- Total expenses
- $149,209
- Net increase / (decrease)
- $2,895,016