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 Oxygen Company 401(K) Plan is a benefit plan reported by Roberts Oxygen Company, Inc. under EIN 52-0822869 and plan number 003. The latest loaded filing year is 2023. The filing reports 472 participants and $8,319,448 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,319,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,319,448
- Net assets (BOY)
- $5,226,836
Income & contributions
- Participant contributions
- $916,803
- Total contributions
- $2,228,760
- Total income / additions
- $3,296,642
Expenses & distributions
- Benefits paid
- $173,503
- Administrative expenses
- $30,527
- Total expenses
- $204,030
- Net increase / (decrease)
- $3,092,612