How big is Thomas Rupert's plan?

Thomas Rupert's plan reported $480K in assets and 3 participants for 2025.

Original filing (PDF)20260506123330NAL0003185362001

Thomas Rupert

Name: Thomas Rupert — Thomas Rupert Profit Sharing Plan, Form 5500 (2025)
Creator: Thomas Rupert
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas Rupert Profit Sharing Plan

Defined-contribution retirement plan · Thomas Rupert's Thomas Rupert Profit Sharing Plan held $480K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

People on this filing

Thomas Rupert signed Thomas Rupert's 2025 Form 5500 as plan administrator.

Thomas Rupert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thomas Rupert's EIN is 14-1828922.

EIN 14-1828922

Plan number 001

Plan year 2025

ACK ID 20260506123330NAL0003185362001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thomas Rupert from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thomas Rupert's plan includes profit-sharing, ERISA 404(c) participant direction, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS RUPERT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

THOMAS RUPERT

EIN

all filings

Address

308 GROOMS RD · CLIFTON PARK, NY · 12065

Phone

(518) 383-0060

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator