B. RUPERT LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 2 |
| Number of participants with account balances | 2023-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $409,518 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $7,262 |
| Total plan assets at end of year | 2023-12-31 | $916,237 |
| Total plan assets at beginning of year | 2023-12-31 | $513,981 |
| Total contributions received or receivable from participants | 2023-12-31 | $60,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $7,262 |
| Other income received | 2023-12-31 | $289,518 |
| Net income (gross income less expenses) | 2023-12-31 | $402,256 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $916,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $513,981 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $60,000 |
| 2022 : PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-84,462 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $5,296 |
| Total plan assets at end of year | 2022-12-31 | $513,981 |
| Total plan assets at beginning of year | 2022-12-31 | $603,739 |
| Total contributions received or receivable from participants | 2022-12-31 | $52,500 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $5,296 |
| Other income received | 2022-12-31 | $-228,962 |
| Net income (gross income less expenses) | 2022-12-31 | $-89,758 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $513,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $603,739 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $92,000 |
| 2021 : PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $278,594 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $4,143 |
| Total plan assets at end of year | 2021-12-31 | $603,739 |
| Total plan assets at beginning of year | 2021-12-31 | $329,288 |
| Total contributions received or receivable from participants | 2021-12-31 | $52,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $4,143 |
| Other income received | 2021-12-31 | $149,594 |
| Net income (gross income less expenses) | 2021-12-31 | $274,451 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $603,739 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $329,288 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $77,000 |
| 2020 : PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $141,675 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,347 |
| Total plan assets at end of year | 2020-12-31 | $329,288 |
| Total plan assets at beginning of year | 2020-12-31 | $189,960 |
| Total contributions received or receivable from participants | 2020-12-31 | $52,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $2,347 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $8,000 |
| Other income received | 2020-12-31 | $66,675 |
| Net income (gross income less expenses) | 2020-12-31 | $139,328 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $329,288 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $189,960 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $15,000 |
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