A.E. Robinson Oil Co., Inc. Profit Sharing Plan — Form 5500 plan (A.E. Robinson Oil Co., Inc.)

Plain-English plan 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, A.E. Robinson Oil Co., Inc. Profit Sharing Plan is a benefit plan reported by A.E. Robinson Oil Co., Inc. under EIN 01-0288664 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $7,675,413 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A.E. Robinson Oil Co., Inc.
EIN
01-0288664
Plan number
001
Plan type
2
Location
Dover-Foxcroft, ME
Latest filing year
2023
Participants
200
End-of-year plan assets
$7,675,413

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241002090350NAL0008565969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,675,413
Total liabilities (EOY)
$0
Net assets (EOY)
$7,675,413
Net assets (BOY)
$6,289,954

Income & contributions

Employer contributions
$506,431
Participant contributions
$404,694
Total contributions
$911,125
Total income / additions
$1,885,298

Expenses & distributions

Benefits paid
$479,851
Administrative expenses
$19,988
Total expenses
$499,839
Net increase / (decrease)
$1,385,459

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise FinancialINVESTMENT/FINANCIAL ADVI$16,742$02023
Adp, Inc.RECORD KEEPER$3,245$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages