2023 Form 5500 filing — Roberts Company, Inc. Savings Plan And Trust
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 20241008143206NAL0009782755001) for Roberts Company, Inc. Savings Plan And Trust, reported by Roberts Company, Inc. under EIN 72-0719149 and plan number 002. It reports 508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143206NAL0009782755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roberts Company, Inc.
- EIN
- 72-0719149
- Plan number
- 002
- Location
- Hattiesburg, MS
- Participants
- 508
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,922,911
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,922,911
- Employer contributions
- $171,795
- Participant contributions
- $618,566
- Total income / additions
- $2,065,110
- Benefits paid
- $1,142,437
- Administrative expenses
- $72,957
- Total expenses
- $1,218,994
- Net increase / (decrease)
- $846,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $43,934 | $0 |
| Regions Bank | ADVISOR | $28,452 | not reported in the loaded dataset |