Robert Jackson Cpa 401k — Form 5500 plan (Robert Jackson)
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 Jackson Cpa 401k is a benefit plan reported by Robert Jackson under EIN 13-3082357 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $345,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert Jackson
- EIN
- 13-3082357
- Plan number
- 001
- Plan type
- 2
- Location
- Nanuet, NY
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $345,722
- Net assets (EOY)
- $345,722
- Net assets (BOY)
- $475,692
Income & contributions
- Employer contributions
- $5,453
- Participant contributions
- $49,285
- Total income / additions
- $113,693
Expenses & distributions
- Benefits paid
- $243,628
- Total expenses
- $243,663
- Net increase / (decrease)
- -$129,970
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.