The Jon Roberts Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Jon Roberts Company, 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, The Jon Roberts Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Jon Roberts Company, Inc. under EIN 27-4426487 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $368,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Jon Roberts Company, Inc.
- EIN
- 27-4426487
- Plan number
- 001
- Plan type
- 2
- Location
- Harrison, OH
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $368,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240909092301NAL0002688851001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $368,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $368,951
- Net assets (BOY)
- $223,403
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $145,548
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $145,548
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.