Roberts Filter Holding Company 401(K) Savings Plan — Form 5500 plan (Roberts Filter Holding Company)
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, Roberts Filter Holding Company 401(K) Savings Plan is a benefit plan reported by Roberts Filter Holding Company under EIN 23-1024630 and plan number 001. The latest loaded filing year is 2023. The filing reports 51 participants and $1,242,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roberts Filter Holding Company
- EIN
- 23-1024630
- Plan number
- 001
- Plan type
- 2
- Location
- Coatesville, PA
- Latest filing year
- 2023
- Participants
- 51
- End-of-year plan assets
- $1,242,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 51 | I | 20240916113322NAL0001013155001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,242,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,242,231
- Net assets (BOY)
- $908,382
Income & contributions
- Employer contributions
- $78,724
- Participant contributions
- $160,234
- Total income / additions
- $396,233
Expenses & distributions
- Benefits paid
- $56,734
- Administrative expenses
- $5,650
- Total expenses
- $62,384
- Net increase / (decrease)
- $333,849
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.