Robroy Industries, Inc. 401k Savings Plan — Form 5500 plan (Robroy Industries, 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, Robroy Industries, Inc. 401k Savings Plan is a benefit plan reported by Robroy Industries, Inc. under EIN 23-2926669 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $25,260,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robroy Industries, Inc.
EIN
23-2926669
Plan number
001
Plan type
2
Location
Verona, PA
Latest filing year
2023
Participants
306
End-of-year plan assets
$25,260,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20240930141622NAL0003307907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,260,450
Total liabilities (EOY)
$0
Net assets (EOY)
$25,260,450
Net assets (BOY)
$19,719,230

Income & contributions

Employer contributions
$1,311,852
Participant contributions
$2,148,795
Total contributions
$3,500,661
Total income / additions
$7,251,578

Expenses & distributions

Benefits paid
$1,700,603
Administrative expenses
$9,755
Total expenses
$1,710,358
Net increase / (decrease)
$5,541,220

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.NONE$14,371not reported in the loaded dataset2023
Usi Consulting GroupNONE$9,500not reported in the loaded dataset2023
Fidelity Inv Inst Op Co LLCNONE$0$02023

Related Form 5500 pages