How big is The Rushing Family Revocable Trust's plan?

The Rushing Family Revocable Trust's plan reported $2.8M in assets and 7 participants for 2022.

Original filing (PDF)20230711105414NAL0020137249001

The Rushing Family Revocable Trust

Name: The Rushing Family Revocable Trust — Alfred D., Form 5500 (2022)
Creator: The Rushing Family Revocable Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alfred D. Rushing Profit Sharing Plan

Defined-contribution retirement plan · The Rushing Family Revocable Trust's Alfred D. Rushing Profit Sharing Plan held $2.8M in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

LORI Ramirez signed The Rushing Family Revocable Trust's 2022 Form 5500 as plan administrator.

LORI Ramirez — 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

The Rushing Family Revocable Trust's EIN is 88-2076430.

EIN 88-2076430

Plan number 001

Plan year 2022

ACK ID 20230711105414NAL0020137249001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for The Rushing Family Revocable Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

The Rushing Family Revocable Trust's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE RUSHING FAMILY REVOCABLE TRUST.

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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 (88th percentile).

Plan sponsor

Name

THE RUSHING FAMILY REVOCABLE TRUST

EIN

all filings

Address

224 TUOLOMNE AVE · VENTURA, CA · 930041204

Phone

(805) 649-1489

Industry

Other Services (ex. Public Admin)

Plan administrator