2023 Form 5500 filing — Robroy Industries, Inc. 401k Savings 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 20240930141622NAL0003307907001) for Robroy Industries, Inc. 401k Savings Plan, reported by Robroy Industries, Inc. under EIN 23-2926669 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930141622NAL0003307907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robroy Industries, Inc.
- EIN
- 23-2926669
- Plan number
- 001
- Location
- Verona, PA
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,260,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,260,450
- Employer contributions
- $1,311,852
- Participant contributions
- $2,148,795
- Total income / additions
- $7,251,578
- Benefits paid
- $1,700,603
- Administrative expenses
- $9,755
- Total expenses
- $1,710,358
- Net increase / (decrease)
- $5,541,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $14,371 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $9,500 | not reported in the loaded dataset |
| Fidelity Inv Inst Op Co LLC | NONE | $0 | $0 |