Robb & Stucky International, Inc. Employees Retirement Plan — Form 5500 plan (Robb & Stucky International, 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, Robb & Stucky International, Inc. Employees Retirement Plan is a benefit plan reported by Robb & Stucky International, Inc. under EIN 45-2318904 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $9,766,950 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.8MPlan net assets, end of year$9,766,950
Participants184Covered participants reported
Assets / participant$53.1KComputed: assets ÷ participants$53,081 (computed)
Provider compensation$36.8K2 Schedule C provider row(s)$36,768
- Plan sponsor
- Robb & Stucky International, Inc.
- EIN
- 45-2318904
- Plan number
- 001
- Plan type
- 2
- Location
- Ft Myers, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240801091741NAL0035856960001 |
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)$9.8M total assets
Net assets$9.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $9,766,950
- Net assets (EOY)
- $9,766,950
- Net assets (BOY)
- $6,971,989
Income & contributions
- Employer contributions
- $281,459
- Participant contributions
- $912,464
- Total contributions
- $1,854,498
- Total income / additions
- $3,107,154
Expenses & distributions
- Benefits paid
- $243,516
- Administrative expenses
- $37,898
- Total expenses
- $312,193
- Net increase / (decrease)
- $2,794,961
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Holding Securities | SERVICE PROVIDER | $23,220 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER | $13,548 | not reported in the loaded dataset | 2023 |