2023 Form 5500 filing — Froehling & Robertson, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724152109NAL0007583139001) for Froehling & Robertson, Inc. 401(K) Plan, reported by Froehling & Robertson, Inc. under EIN 54-0217380 and plan number 003. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.4MReported net assets$20,354,761

Participants352

Provider compensation$38.6K2 Schedule C row(s)$38,612

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240724152109NAL0007583139001
Plan sponsor: Froehling & Robertson, Inc.
EIN: 54-0217380
Plan number: 003
Location: Richmond, VA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.4M total assets

Net assets$20.4MLiabilities$16.9K

Money in vs. money out

Total income / additions$4.6M

Total expenses$2.8M

Benefits paid / distributions$2.7M

Contributions

Employer$359.6K

Participant$1.3M

Full reported line items

Total assets (EOY): $20,371,679
Total liabilities (EOY): $16,918
Net assets (EOY): $20,354,761
Employer contributions: $359,559
Participant contributions: $1,346,704
Total income / additions: $4,585,923
Benefits paid: $2,713,502
Administrative expenses: $40,439
Total expenses: $2,778,453
Net increase / (decrease): $1,807,470

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company$27.2K
NONE · Direct $27.2K · Indirect $0
2
Pasi, LLC$11.5K
NONE · Direct $11.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724152109NAL0007583139001 cover?: It is the 2023 Form 5500 filing for Froehling & Robertson, Inc. 401(K) Plan, reported by Froehling & Robertson, Inc. (EIN 54-0217380).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).