Roberts Mcnutt, Inc. Employee Stock Ownership Plan — Form 5500 plan (Roberts Mcnutt, 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 Mcnutt, Inc. Employee Stock Ownership Plan is a benefit plan reported by Roberts Mcnutt, Inc. under EIN 71-0404023 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $17,671,575 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roberts Mcnutt, Inc.
EIN
71-0404023
Plan number
001
Plan type
2
Location
North Little Rock, AR
Latest filing year
2023
Participants
106
End-of-year plan assets
$17,671,575

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023106I20250616102924NAL0002022258001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$17,671,575
Total liabilities (EOY)
$1,910,163
Net assets (EOY)
$15,761,412
Net assets (BOY)
$12,707,890

Income & contributions

Employer contributions
$1,025,000
Total income / additions
$3,708,827

Expenses & distributions

Benefits paid
$615,093
Administrative expenses
$130
Total expenses
$655,305
Net increase / (decrease)
$3,053,522

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages