Robertson & Olson Construction, Inc Employee Stock Ownership Plan — Form 5500 plan (Robertson & Olson Construction, 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, Robertson & Olson Construction, Inc Employee Stock Ownership Plan is a benefit plan reported by Robertson & Olson Construction, Inc under EIN 91-1876356 and plan number 002. The latest loaded filing year is 2023. The filing reports 64 participants and $610,476 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robertson & Olson Construction, Inc
- EIN
- 91-1876356
- Plan number
- 002
- Plan type
- 2
- Location
- Camas, WA
- Latest filing year
- 2023
- Participants
- 64
- End-of-year plan assets
- $610,476
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 64 | I | 20241010143856NAL0021266817001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $610,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $610,476
- Net assets (BOY)
- $500,000
Income & contributions
- Employer contributions
- $110,400
- Total income / additions
- $117,112
Expenses & distributions
- Benefits paid
- $6,606
- Total expenses
- $6,636
- Net increase / (decrease)
- $110,476
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.