Rudy'S Market, Inc. 401(K) Retirement Plan — Form 5500 plan (Rudy'S Market, 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, Rudy'S Market, Inc. 401(K) Retirement Plan is a benefit plan reported by Rudy'S Market, Inc under EIN 93-1068761 and plan number 001. The latest loaded filing year is 2023. The filing reports 82 participants and $5,123,002 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.1MPlan net assets, end of year$5,123,002
Participants82Covered participants reported
Assets / participant$62.5KComputed: assets ÷ participants$62,476 (computed)
Provider compensationNone reported
Plan sponsor
Rudy'S Market, Inc
EIN
93-1068761
Plan number
001
Plan type
2
Location
Bend, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202382I20240814115607NAL0006492803003
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$92.4K
Benefits paid / distributions$92.1K
Contributions
Employer$136.7K
Participant$285.8K
Full reported line items

Net assets

Total assets (EOY)
$5,123,002
Net assets (EOY)
$5,123,002
Net assets (BOY)
$3,967,277

Income & contributions

Employer contributions
$136,740
Participant contributions
$285,786
Total income / additions
$1,248,159

Expenses & distributions

Benefits paid
$92,084
Administrative expenses
$350
Total expenses
$92,434
Net increase / (decrease)
$1,155,725
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages