The Bobrick Corporation Profit Sharing Retirement Plan — Form 5500 plan (The Bobrick Corporation)
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, The Bobrick Corporation Profit Sharing Retirement Plan is a benefit plan reported by The Bobrick Corporation under EIN 95-2500371 and plan number 001. The latest loaded filing year is 2023. The filing reports 787 participants and $78,663,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bobrick Corporation
- EIN
- 95-2500371
- Plan number
- 001
- Plan type
- 2
- Location
- North Hollywood, CA
- Latest filing year
- 2023
- Participants
- 787
- End-of-year plan assets
- $78,663,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 787 | H, C | 20250721163253NAL0000798019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,663,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,663,708
- Net assets (BOY)
- $62,091,393
Income & contributions
- Employer contributions
- $1,566,012
- Participant contributions
- $4,406,539
- Total contributions
- $6,460,753
- Total income / additions
- $21,716,722
Expenses & distributions
- Benefits paid
- $4,992,221
- Administrative expenses
- $150,198
- Total expenses
- $5,144,407
- Net increase / (decrease)
- $16,572,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $119,437 | $0 | 2023 |
| Ssi Investment Management LLC | INVESTMENT ADVISORY | $36,448 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van | ACCOUNTANT | $12,313 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Bobrick Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in North Hollywood, CA
- Principal Life Insurance Company — Schedule C compensation
- Ssi Investment Management LLC — Schedule C compensation
- Holthouse Carlin & Van — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation