2023 Form 5500 filing — The Bobrick Corporation Profit Sharing Retirement 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 20250721163253NAL0000798019001) for The Bobrick Corporation Profit Sharing Retirement Plan, reported by The Bobrick Corporation under EIN 95-2500371 and plan number 001. It reports 787 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250721163253NAL0000798019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bobrick Corporation
- EIN
- 95-2500371
- Plan number
- 001
- Location
- North Hollywood, CA
- Participants
- 787
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,663,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,663,708
- Employer contributions
- $1,566,012
- Participant contributions
- $4,406,539
- Total income / additions
- $21,716,722
- Benefits paid
- $4,992,221
- Administrative expenses
- $150,198
- Total expenses
- $5,144,407
- Net increase / (decrease)
- $16,572,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $119,437 | $0 |
| Ssi Investment Management LLC | INVESTMENT ADVISORY | $36,448 | not reported in the loaded dataset |
| Holthouse Carlin & Van | ACCOUNTANT | $12,313 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |