2023 Form 5500 filing — Roberts Oxygen Company, Inc. 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 20241014142846NAL0044876736001) for Roberts Oxygen Company, Inc. Profit Sharing Plan, reported by Roberts Oxygen Company, Inc. under EIN 52-0822869 and plan number 002. It reports 831 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142846NAL0044876736001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roberts Oxygen Company, Inc.
- EIN
- 52-0822869
- Plan number
- 002
- Location
- Rockville, MD
- Participants
- 831
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $185,298,324
- Total liabilities (EOY)
- $10,417
- Net assets (EOY)
- $185,287,907
- Employer contributions
- $9,750,000
- Total income / additions
- $36,238,437
- Benefits paid
- $14,162,110
- Administrative expenses
- $503,446
- Total expenses
- $14,665,556
- Net increase / (decrease)
- $21,572,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M&T Bank Institutional Svcs Unit | BROKERAGE | $174,707 | not reported in the loaded dataset |
| Merrill Lynch Pierce, Fenner And S | BROKERAGE | $66,698 | $0 |
| Heritage Investors | INVESTMENT MGR | $12,895 | not reported in the loaded dataset |