2023 Form 5500 filing — Robertson Heating Supply Company 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 20241008144451NAL0008476035001) for Robertson Heating Supply Company 401(K) Profit Sharing Plan, reported by Robertson Heating Supply Company Of Ohio under EIN 34-0660433 and plan number 002. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144451NAL0008476035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robertson Heating Supply Company Of Ohio
- EIN
- 34-0660433
- Plan number
- 002
- Location
- Alliance, OH
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,460,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,460,704
- Employer contributions
- $1,663,316
- Participant contributions
- $1,679,012
- Total income / additions
- $9,759,636
- Benefits paid
- $1,998,722
- Administrative expenses
- $81,043
- Total expenses
- $2,079,765
- Net increase / (decrease)
- $7,679,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ifp Advisors LLC | ADVISOR | $50,833 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $30,210 | $0 |