Plan5500

Roberts Sinto Corporation Employees' Retirement And Savings Plan — Form 5500 plan (Roberts Sinto Corporation)

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 Sinto Corporation Employees' Retirement And Savings Plan is a benefit plan reported by Roberts Sinto Corporation under EIN 38-2734031 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $18,029,369 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18MPlan net assets, end of year$18,029,369
Participants232Covered participants reported
Assets / participant$77.7KComputed: assets ÷ participants$77,713 (computed)
Provider compensation$57.7K2 Schedule C provider row(s)$57,692
Plan sponsor
Roberts Sinto Corporation
EIN
38-2734031
Plan number
002
Plan type
2
Location
Grand Ledge, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241009134549NAL0031460784001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18M total assets
Net assets$18MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$212.3K
Participant$907.5K
Full reported line items

Net assets

Total assets (EOY)
$18,029,369
Total liabilities (EOY)
$0
Net assets (EOY)
$18,029,369
Net assets (BOY)
$16,242,010

Income & contributions

Employer contributions
$212,328
Participant contributions
$907,521
Total contributions
$1,745,962
Total income / additions
$3,690,744

Expenses & distributions

Benefits paid
$1,851,503
Administrative expenses
$49,337
Total expenses
$1,903,385
Net increase / (decrease)
$1,787,359

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$49,337$02023
O N Equity Sales CoOTHER SERVICES$0$8,3552023

Related Form 5500 pages