2023 Form 5500 filing — G.R. Robert Construction Co., 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 20241015082046NAL0029002721001) for G.R. Robert Construction Co., Inc. 401(K) Plan, reported by G.R. Robert Construction Co., Inc. under EIN 22-1981613 and plan number 002. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082046NAL0029002721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G.R. Robert Construction Co., Inc.
- EIN
- 22-1981613
- Plan number
- 002
- Location
- Farmingdale, NJ
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,365,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,365,861
- Employer contributions
- $251,715
- Participant contributions
- $1,262,642
- Total income / additions
- $4,827,652
- Benefits paid
- $1,516,684
- Administrative expenses
- $14,414
- Total expenses
- $1,531,098
- Net increase / (decrease)
- $3,296,554
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Holman Frenia Allison Cpas, LLC | AUDITOR | $11,000 | not reported in the loaded dataset |
| Morningstar Investment Mgt. | INVESTMENT ADVISORY | $5,842 | not reported in the loaded dataset |
| Voya Retirement And Annuity Co | INVESTMENT MANAGEMENT | $5,841 | $0 |