Plan5500

Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa — 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, Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa (EIN 56-2248203) is a plan sponsor located in Mooresville, NC 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
56-2248203
Location
Mooresville, NC
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 Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa

  • 1 loaded plans hold $3M in reported assets.
  • The largest, Roberts & Roberts 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 15 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3MSummed across loaded plans$2,953,437
Total reported assets$3M$2,953,437
Total reported participants15
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets
Net assets$3MLiabilities$0
Contributions & income
Employer contributions$10.7K
Participant contributions$62.7K
Total income / additions$511K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$17.3K
Net increase / (decrease)$493.7K

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%Roberts & Roberts 401(K) Profit Sharing Plan
Participants per plan15Average 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. 1
    Roberts & Roberts 401(K) Profit Sharing Plan$3M
    Plan #001 · 15 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 Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa. Open one for its full reported snapshot.

  1. 2023
    Roberts & Roberts 401(K) Profit Sharing Plan15 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa report on Form 5500?
Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa (EIN 56-2248203) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa?
The Employer Identification Number (EIN) reported for Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa is 56-2248203.
What is the latest Form 5500 filing year for Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa?
The latest loaded Form 5500 filing year for Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, Pa is 2023.

Related Form 5500 pages