Robert J. Devereaux Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Robert J. Devereaux Corporation)
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, Robert J. Devereaux Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Robert J. Devereaux Corporation under EIN 04-2448905 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $19,234,596 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert J. Devereaux Corporation
- EIN
- 04-2448905
- Plan number
- 001
- Plan type
- 2
- Location
- Malden, MA
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $19,234,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241210150942NAL0011989553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,234,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,234,596
- Net assets (BOY)
- $15,373,216
Income & contributions
- Employer contributions
- $347,397
- Participant contributions
- $1,137,243
- Total contributions
- $1,488,353
- Total income / additions
- $4,408,755
Expenses & distributions
- Benefits paid
- $527,873
- Administrative expenses
- $19,502
- Total expenses
- $547,375
- Net increase / (decrease)
- $3,861,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $12,202 | $8,049 | 2023 |