Roberts Hawaii, Inc. Employee Stock Ownership Plan — Form 5500 plan (Roberts Hawaii, 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 Hawaii, Inc. Employee Stock Ownership Plan is a benefit plan reported by Roberts Hawaii, Inc under EIN 99-0185478 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,656 participants and $128,324,178 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$118.5MPlan net assets, end of year$118,496,933
Participants2.7KCovered participants reported2,656
Assets / participant$48.3KComputed: assets ÷ participants$48,315 (computed)
Provider compensationNone reported
- Plan sponsor
- Roberts Hawaii, Inc
- EIN
- 99-0185478
- Plan number
- 003
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,656 | H | 20250103031912NAL0001815555001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$128.3M total assets
Net assets$118.5MLiabilities$9.8M
Full reported line items
Net assets
- Total assets (EOY)
- $128,324,178
- Total liabilities (EOY)
- $9,827,245
- Net assets (EOY)
- $118,496,933
- Net assets (BOY)
- $98,996,876
Income & contributions
- Employer contributions
- $8,270,668
- Total contributions
- $8,270,668
- Total income / additions
- $27,528,808
Expenses & distributions
- Benefits paid
- $7,593,983
- Administrative expenses
- $0
- Total expenses
- $8,028,751
- Net increase / (decrease)
- $19,500,057
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.