How many benefit plans does Terry Roberts Site Work, Inc. report on Form 5500?

Terry Roberts Site Work, Inc. (EIN 43-1953719) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Terry Roberts Site Work, Inc.?

The Employer Identification Number (EIN) reported for Terry Roberts Site Work, Inc. is 43-1953719.

What is the latest Form 5500 filing year for Terry Roberts Site Work, Inc.?

The latest loaded Form 5500 filing year for Terry Roberts Site Work, Inc. is 2023.

Terry Roberts Site Work, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Terry Roberts Site Work, Inc. (EIN 43-1953719) is a plan sponsor located in St Cloud, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 43-1953719
Location: St Cloud, FL
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Terry Roberts Site Work, Inc.

1 loaded plans hold $855.6K in reported assets.
The largest, Terry Roberts Site Work, Inc. Cash Balance Plan, holds 100% of this company's reported plan assets.
Plans cover 8 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$855.6KSummed across loaded plans$855,576

Total reported assets$855.6K$855,576

Total reported participants8

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$855.6K total assets

Net assets$855.6KLiabilities$0

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$2K

Net increase / (decrease)-$19K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Terry Roberts Site Work, Inc. Cash Balance Plan

Participants per plan8Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Terry Roberts Site Work, Inc. Cash Balance Plan$855.6K
Plan #002 · 8 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Terry Roberts Site Work, Inc.. Open one for its full reported snapshot.

2023
Terry Roberts Site Work, Inc. Cash Balance Plan8 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Terry Roberts Site Work, Inc. report on Form 5500?: Terry Roberts Site Work, Inc. (EIN 43-1953719) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Terry Roberts Site Work, Inc.?: The Employer Identification Number (EIN) reported for Terry Roberts Site Work, Inc. is 43-1953719.
What is the latest Form 5500 filing year for Terry Roberts Site Work, Inc.?: The latest loaded Form 5500 filing year for Terry Roberts Site Work, Inc. is 2023.