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 Company, Inc. Savings Plan And Trust is a benefit plan reported by Roberts Company, Inc. under EIN 72-0719149 and plan number 002. The latest loaded filing year is 2023. The filing reports 508 participants and $8,922,911 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,922,911
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,922,911
- Net assets (BOY)
- $8,076,795
Income & contributions
- Employer contributions
- $171,795
- Participant contributions
- $618,566
- Total contributions
- $857,060
- Total income / additions
- $2,065,110
Expenses & distributions
- Benefits paid
- $1,142,437
- Administrative expenses
- $72,957
- Total expenses
- $1,218,994
- Net increase / (decrease)
- $846,116