2023 Form 5500 filing — Roberts Filter Holding Company 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916113322NAL0001013155001) for Roberts Filter Holding Company 401(K) Savings Plan, reported by Roberts Filter Holding Company under EIN 23-1024630 and plan number 001. It reports 51 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240916113322NAL0001013155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roberts Filter Holding Company
- EIN
- 23-1024630
- Plan number
- 001
- Location
- Coatesville, PA
- Participants
- 51
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,242,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,242,231
- Employer contributions
- $78,724
- Participant contributions
- $160,234
- Total income / additions
- $396,233
- Benefits paid
- $56,734
- Administrative expenses
- $5,650
- Total expenses
- $62,384
- Net increase / (decrease)
- $333,849
- Schedule source
- Schedule I