G.R. Robert Construction Co., Inc. 401(K) Plan — Form 5500 plan (G.R. Robert Construction 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, G.R. Robert Construction Co., Inc. 401(K) Plan is a benefit plan reported by G.R. Robert Construction Co., Inc. under EIN 22-1981613 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $25,365,861 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G.R. Robert Construction Co., Inc.
- EIN
- 22-1981613
- Plan number
- 002
- Plan type
- 2
- Location
- Farmingdale, NJ
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $25,365,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241015082046NAL0029002721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,365,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,365,861
- Net assets (BOY)
- $22,069,307
Income & contributions
- Employer contributions
- $251,715
- Participant contributions
- $1,262,642
- Total contributions
- $1,514,357
- Total income / additions
- $4,827,652
Expenses & distributions
- Benefits paid
- $1,516,684
- Administrative expenses
- $14,414
- Total expenses
- $1,531,098
- Net increase / (decrease)
- $3,296,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Holman Frenia Allison Cpas, LLC | AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Mgt. | INVESTMENT ADVISORY | $5,842 | not reported in the loaded dataset | 2023 |
| Voya Retirement And Annuity Co | INVESTMENT MANAGEMENT | $5,841 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for G.R. Robert Construction Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Farmingdale, NJ
- Holman Frenia Allison Cpas, LLC — Schedule C compensation
- Morningstar Investment Mgt. — Schedule C compensation
- Voya Retirement And Annuity Co — Schedule C compensation