F.J. Roberts Enterprise — Form 5500 plan (F.J. Roberts Enterprise)
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, F.J. Roberts Enterprise is a benefit plan reported by F.J. Roberts Enterprise under EIN 11-3488907 and plan number 501. The latest loaded filing year is 2023. The filing reports 3 participants and $39,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- F.J. Roberts Enterprise
- EIN
- 11-3488907
- Plan number
- 501
- Plan type
- 2
- Location
- Maspeth, NY
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $39,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20250117133615NAL0025211265001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $39,799
- Net assets (EOY)
- $39,799
- Net assets (BOY)
- $27,067
Income & contributions
- Employer contributions
- $35,784
- Total income / additions
- $35,784
Expenses & distributions
- Benefits paid
- $3,528
- Total expenses
- $23,052
- Net increase / (decrease)
- $12,732
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.