Rpa Retirement Plan — Form 5500 plan (Rubin Postaer And 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, Rpa Retirement Plan is a benefit plan reported by Rubin Postaer And Associates under EIN 95-4062405 and plan number 001. The latest loaded filing year is 2023. The filing reports 952 participants and $111,606,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rubin Postaer And Associates
- EIN
- 95-4062405
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Monica, CA
- Latest filing year
- 2023
- Participants
- 952
- End-of-year plan assets
- $111,606,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 952 | H, C | 20240909151338NAL0010734050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,606,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,606,985
- Net assets (BOY)
- $98,780,720
Income & contributions
- Employer contributions
- $406,574
- Participant contributions
- $5,332,983
- Total contributions
- $5,950,269
- Total income / additions
- $22,240,595
Expenses & distributions
- Benefits paid
- $9,307,585
- Administrative expenses
- $106,745
- Total expenses
- $9,414,330
- Net increase / (decrease)
- $12,826,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | CONSULTANT | $64,737 | not reported in the loaded dataset | 2023 |
| Cohnreznick | CONSULTANT | $20,475 | not reported in the loaded dataset | 2023 |
| Kravitz | CONSULTANT | $18,750 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $575 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rubin Postaer And Associates
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Monica, CA
- Sageview Advisory Group, LLC — Schedule C compensation
- Cohnreznick — Schedule C compensation
- Kravitz — Schedule C compensation
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation