2023 Form 5500 filing — Roberts Aircraft Co. 401(K) 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 20241010104132NAL0020837249001) for Roberts Aircraft Co. 401(K) Plan, reported by Roberts Aircraft Co. under EIN 82-0225558 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010104132NAL0020837249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roberts Aircraft Co.
- EIN
- 82-0225558
- Plan number
- 001
- Location
- Cheyenne, WY
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,464,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,464,744
- Employer contributions
- $357,866
- Participant contributions
- $671,901
- Total income / additions
- $1,929,603
- Benefits paid
- $525,661
- Administrative expenses
- $1,250
- Total expenses
- $526,911
- Net increase / (decrease)
- $1,402,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $13,499 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,250 | $0 |