2023 Form 5500 filing — Bob L Robertson Profit Sharing 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 20241001141544NAL0003363107002) for Bob L Robertson Profit Sharing Plan, reported by Performance Specialties, Inc. under EIN 56-1047354 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,774,459
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001141544NAL0003363107002
Plan sponsor
Performance Specialties, Inc.
EIN
56-1047354
Plan number
001
Location
Clemmons, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities
Money in vs. money out
Total income / additions$530.4K
Total expenses$26.2K
Benefits paid / distributionsNot reported
Contributions
Employer$77.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,774,459
Net assets (EOY)
$3,774,459
Employer contributions
$77,121
Total income / additions
$530,352
Administrative expenses
$26,188
Total expenses
$26,188
Net increase / (decrease)
$504,164

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001141544NAL0003363107002 cover?
It is the 2023 Form 5500 filing for Bob L Robertson Profit Sharing Plan, reported by Performance Specialties, Inc. (EIN 56-1047354).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages