2023 Form 5500 filing — Rbt Cpas Llp 401(K) Profit Sharing Plan And Trust
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 20241015153008NAL0056965554010) for Rbt Cpas Llp 401(K) Profit Sharing Plan And Trust, reported by Rbt Cpas, Llp under EIN 14-1604297 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153008NAL0056965554010
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rbt Cpas, Llp
- EIN
- 14-1604297
- Plan number
- 001
- Location
- Newburgh, NY
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,218,195
- Net assets (EOY)
- $7,218,195
- Employer contributions
- $233,765
- Participant contributions
- $569,930
- Total income / additions
- $2,729,817
- Benefits paid
- $674,992
- Administrative expenses
- $50,787
- Total expenses
- $725,779
- Net increase / (decrease)
- $2,004,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Focused Wealth Management, Inc. | NONE | $28,495 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $22,292 | not reported in the loaded dataset |