Plan5500

Robert Resources, L.L.C. — 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, Robert Resources, L.L.C. (EIN 72-1446050) is a plan sponsor located in New Orleans, LA 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
72-1446050
Location
New Orleans, LA
Loaded plans
2
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 Robert Resources, L.L.C.

  • 2 loaded plans hold $4.6M in reported assets.
  • The largest, Robert Resources, L.L.C. Retirement Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 605 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.6MSummed across loaded plans$4,588,948
Total reported assets$4.6M$4,589,555
Total reported participants605
Total reported liabilities$607

Reported net position

Reported assets = net assets + liabilities (summed)$4.6M total assets
Net assets$4.6MLiabilities$607
Contributions & income
Employer contributions$55K
Participant contributions$252.2K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$554K
Total expenses$576.9K
Net increase / (decrease)$645K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Robert Resources, L.L.C. Retirement Plan And Trust
Participants per plan303Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Robert Resources, L.L.C. Retirement Plan And Trust$4.6M
    Plan #001 · 362 participants · 2023
  2. 2
    Robert Resources Cafeteria Plannot reported in the loaded dataset
    Plan #501 · 243 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 Robert Resources, L.L.C.. Open one for its full reported snapshot.

  1. 2023
    Robert Resources Cafeteria Plan122 participants · 2No schedules
    View filing →
  2. 2023
    Robert Resources Cafeteria Plan195 participants · 2No schedules
    View filing →
  3. 2023
    Robert Resources Cafeteria Plan141 participants · 2No schedules
    View filing →
  4. 2023
    Robert Resources Cafeteria Plan124 participants · 2No schedules
    View filing →
  5. 2023
    Robert Resources Cafeteria Plan201 participants · 2No schedules
    View filing →
  6. 2023
    Robert Resources Cafeteria Plan211 participants · 2No schedules
    View filing →
  7. 2023
    Robert Resources Cafeteria Plan243 participants · 2No schedules
    View filing →
  8. 2023
    Robert Resources Cafeteria Plan215 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Robert Resources, L.L.C. report on Form 5500?
Robert Resources, L.L.C. (EIN 72-1446050) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Robert Resources, L.L.C.?
The Employer Identification Number (EIN) reported for Robert Resources, L.L.C. is 72-1446050.
What is the latest Form 5500 filing year for Robert Resources, L.L.C.?
The latest loaded Form 5500 filing year for Robert Resources, L.L.C. is 2023.

Related Form 5500 pages