Original filing (PDF)20231010071532NAL0036534576001

RUBICON 5, LLC

Name: RUBICON 5, LLC — RUBICON 5, LLC INDIVIDUAL 401(K), Form 5500 (2022)
Creator: RUBICON 5, LLC

Form 5500-SF

FILING_RECEIVED

RUBICON 5, LLC INDIVIDUAL 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUBICON 5, LLC.

Plan sponsor

Name

RUBICON 5, LLC

EIN

83-3822027

Address

427 S. GROVE STREET · EUSTIS, FL · 32726

Phone

(352) 531-5794

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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