2023 Form 5500 filing — Robson Forensic, Inc. 401(K) 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 20241015081826NAL0055176786001) for Robson Forensic, Inc. 401(K) Plan, reported by Robson Forensic, Inc. under EIN 23-2776905 and plan number 002. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081826NAL0055176786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robson Forensic, Inc.
- EIN
- 23-2776905
- Plan number
- 002
- Location
- Lancaster, PA
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,215,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,215,800
- Employer contributions
- $101,565
- Participant contributions
- $1,882,252
- Total income / additions
- $5,519,847
- Benefits paid
- $805,845
- Administrative expenses
- $59,926
- Total expenses
- $865,771
- Net increase / (decrease)
- $4,654,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group, Inc. | NONE | $59,926 | $0 |
| Capital Research And Company | NONE | $0 | $0 |
| Blackrock Advisors LLC | NONE | $0 | $0 |
| Eaton Vance Management | NONE | $0 | $0 |
| Federated Hermes | NONE | $0 | $0 |
| Invesco Advisers, Inc. | NONE | $0 | $0 |
| Bny Mellon Investment Adviser, Inc | NONE | $0 | $0 |
| Pgim Investments LLC | NONE | $0 | $0 |
| Amundi Asset Management Us, Inc. | NONE | $0 | $0 |
| Vaneck Absolute Return Advisers Cor | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |