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 James Sales, Inc 401(K) Plan is a benefit plan reported by Robert James Sales, Inc. under EIN 16-0993857 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $14,440,106 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,440,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,440,106
- Net assets (BOY)
- $11,578,530
Income & contributions
- Employer contributions
- $161,481
- Participant contributions
- $657,200
- Total contributions
- $823,003
- Total income / additions
- $3,271,028
Expenses & distributions
- Benefits paid
- $383,183
- Administrative expenses
- $26,269
- Total expenses
- $409,452
- Net increase / (decrease)
- $2,861,576