2023 Form 5500 filing — Roebbelen Management, Inc. 401(K) 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 20241011175505NAL0023365521001) for Roebbelen Management, Inc. 401(K) Profit Sharing Plan, reported by Roebbelen Management, Inc. under EIN 68-0421620 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011175505NAL0023365521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roebbelen Management, Inc.
- EIN
- 68-0421620
- Plan number
- 001
- Location
- El Dorado Hills, CA
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,207,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,207,880
- Employer contributions
- $776,572
- Participant contributions
- $1,748,414
- Total income / additions
- $7,616,670
- Benefits paid
- $1,545,239
- Administrative expenses
- $84,404
- Total expenses
- $1,629,643
- Net increase / (decrease)
- $5,987,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $84,404 | $0 |