Robson Forensic Employee Stock Ownership Plan — Form 5500 plan (Robson Forensic, 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, Robson Forensic Employee Stock Ownership Plan is a benefit plan reported by Robson Forensic, Inc. under EIN 23-2776905 and plan number 003. The latest loaded filing year is 2023. The filing reports 181 participants and $2,246,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robson Forensic, Inc.
EIN
23-2776905
Plan number
003
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
181
End-of-year plan assets
$2,246,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20250723131525NAL0002044915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,246,403
Total liabilities (EOY)
$6,814
Net assets (EOY)
$2,239,589
Net assets (BOY)
$1,815,384

Income & contributions

Employer contributions
$125,000
Total contributions
$125,000
Total income / additions
$535,788

Expenses & distributions

Benefits paid
$111,583
Administrative expenses
$0
Total expenses
$111,583
Net increase / (decrease)
$424,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellington Company LlpNONE$0$02023

Related Form 5500 pages