Robertson Construction Services, Inc. 401(K) Plan — Form 5500 plan (Robertson Construction Services, 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, Robertson Construction Services, Inc. 401(K) Plan is a benefit plan reported by Robertson Construction Services, Inc. under EIN 31-1502538 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $9,339,099 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robertson Construction Services, Inc.
EIN
31-1502538
Plan number
001
Plan type
2
Location
Heath, OH
Latest filing year
2023
Participants
228
End-of-year plan assets
$9,339,099

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20241014071343NAL0014592787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,339,099
Total liabilities (EOY)
$0
Net assets (EOY)
$9,339,099
Net assets (BOY)
$7,281,319

Income & contributions

Employer contributions
$482,757
Participant contributions
$645,142
Total contributions
$1,182,277
Total income / additions
$2,355,462

Expenses & distributions

Benefits paid
$268,569
Administrative expenses
$29,113
Total expenses
$297,682
Net increase / (decrease)
$2,057,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideINVESTMENT CO.$15,918not reported in the loaded dataset2023
Rehmann Financial Group LLCRECORDKEEPER$13,197not reported in the loaded dataset2023

Related Form 5500 pages