2023 Form 5500 filing — Robots And Pencils, Lp 401(K) Profit Sharing 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 20241001122849NAL0012283712001) for Robots And Pencils, Lp 401(K) Profit Sharing Plan, reported by Robots And Pencils, Lp under EIN 81-4857492 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001122849NAL0012283712001
Filing year
2023
Form type
2
Plan sponsor
Robots And Pencils, Lp
EIN
81-4857492
Plan number
001
Location
Chagrin Falls, OH
Participants
112
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,705,023
Total liabilities (EOY)
$0
Net assets (EOY)
$4,705,023
Employer contributions
$370,695
Participant contributions
$725,465
Total income / additions
$1,831,425
Benefits paid
$564,370
Administrative expenses
$24,520
Total expenses
$588,890
Net increase / (decrease)
$1,242,535
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard GroupRECORDKEEPER$10,681not reported in the loaded dataset
Marcum Wealth LLCINVESTMENT ADVISOR$7,044not reported in the loaded dataset

Related Form 5500 pages