Roberts Manufacturing Co., Inc. 401(K) Plan — Form 5500 plan (Roberts Manufacturing Co., 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, Roberts Manufacturing Co., Inc. 401(K) Plan is a benefit plan reported by Roberts Manufacturing Co., Inc. under EIN 34-1205865 and plan number 002. The latest loaded filing year is 2023. The filing reports 32 participants and $1,007,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roberts Manufacturing Co., Inc.
- EIN
- 34-1205865
- Plan number
- 002
- Plan type
- 2
- Location
- Oakwood, OH
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $1,007,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20241122085339NAL0002796432001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,007,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,007,111
- Net assets (BOY)
- $840,030
Income & contributions
- Employer contributions
- $20,056
- Participant contributions
- $64,011
- Total income / additions
- $226,407
Expenses & distributions
- Benefits paid
- $48,901
- Administrative expenses
- $10,425
- Total expenses
- $59,326
- Net increase / (decrease)
- $167,081
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.