Robertson Heating Supply Company 401(K) Profit Sharing Plan — Form 5500 plan (Robertson Heating Supply Company Of Ohio)
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 Heating Supply Company 401(K) Profit Sharing Plan is a benefit plan reported by Robertson Heating Supply Company Of Ohio under EIN 34-0660433 and plan number 002. The latest loaded filing year is 2023. The filing reports 361 participants and $43,460,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robertson Heating Supply Company Of Ohio
- EIN
- 34-0660433
- Plan number
- 002
- Plan type
- 2
- Location
- Alliance, OH
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $43,460,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20241008144451NAL0008476035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,460,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,460,704
- Net assets (BOY)
- $35,780,833
Income & contributions
- Employer contributions
- $1,663,316
- Participant contributions
- $1,679,012
- Total contributions
- $3,521,194
- Total income / additions
- $9,759,636
Expenses & distributions
- Benefits paid
- $1,998,722
- Administrative expenses
- $81,043
- Total expenses
- $2,079,765
- Net increase / (decrease)
- $7,679,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ifp Advisors LLC | ADVISOR | $50,833 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $30,210 | $0 | 2023 |