2023 Form 5500 filing — Roberts Sinto Corporation Employees' Retirement And 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 20241009134549NAL0031460784001) for Roberts Sinto Corporation Employees' Retirement And Savings Plan, reported by Roberts Sinto Corporation under EIN 38-2734031 and plan number 002. It reports 232 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)$18MReported net assets$18,029,369
Participants232
Provider compensation$57.7K2 Schedule C row(s)$57,692
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009134549NAL0031460784001
Plan sponsor
Roberts Sinto Corporation
EIN
38-2734031
Plan number
002
Location
Grand Ledge, MI
Received date
not reported in the loaded dataset
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)$18M total assets
Net assets$18MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$212.3K
Participant$907.5K
Full reported line items
Total assets (EOY)
$18,029,369
Total liabilities (EOY)
$0
Net assets (EOY)
$18,029,369
Employer contributions
$212,328
Participant contributions
$907,521
Total income / additions
$3,690,744
Benefits paid
$1,851,503
Administrative expenses
$49,337
Total expenses
$1,903,385
Net increase / (decrease)
$1,787,359

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$49,337$0
O N Equity Sales CoOTHER SERVICES$0$8,355

Related Form 5500 pages