2023 Form 5500 filing — Robertson Construction Services, Inc. 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 20241014071343NAL0014592787001) for Robertson Construction Services, Inc. 401(K) Plan, reported by Robertson Construction Services, Inc. under EIN 31-1502538 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014071343NAL0014592787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robertson Construction Services, Inc.
- EIN
- 31-1502538
- Plan number
- 001
- Location
- Heath, OH
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,339,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,339,099
- Employer contributions
- $482,757
- Participant contributions
- $645,142
- Total income / additions
- $2,355,462
- Benefits paid
- $268,569
- Administrative expenses
- $29,113
- Total expenses
- $297,682
- Net increase / (decrease)
- $2,057,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT CO. | $15,918 | not reported in the loaded dataset |
| Rehmann Financial Group LLC | RECORDKEEPER | $13,197 | not reported in the loaded dataset |