Robots And Pencils, Lp 401(K) Profit Sharing Plan — Form 5500 plan (Robots And Pencils, Lp)

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, Robots And Pencils, Lp 401(K) Profit Sharing Plan is a benefit plan reported by Robots And Pencils, Lp under EIN 81-4857492 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $4,705,023 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robots And Pencils, Lp
EIN
81-4857492
Plan number
001
Plan type
2
Location
Chagrin Falls, OH
Latest filing year
2023
Participants
112
End-of-year plan assets
$4,705,023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023112H, C20241001122849NAL0012283712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,705,023
Total liabilities (EOY)
$0
Net assets (EOY)
$4,705,023
Net assets (BOY)
$3,462,488

Income & contributions

Employer contributions
$370,695
Participant contributions
$725,465
Total contributions
$1,096,160
Total income / additions
$1,831,425

Expenses & distributions

Benefits paid
$564,370
Administrative expenses
$24,520
Total expenses
$588,890
Net increase / (decrease)
$1,242,535

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard GroupRECORDKEEPER$10,681not reported in the loaded dataset2023
Marcum Wealth LLCINVESTMENT ADVISOR$7,044not reported in the loaded dataset2023

Related Form 5500 pages