2023 Form 5500 filing — George R. Roberts Co. Employee Stock Ownership 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 20241113090531NAL0017115745001) for George R. Roberts Co. Employee Stock Ownership Plan, reported by Nicmar Industries D/B/A George R. Roberts Co. under EIN 01-0403628 and plan number 002. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241113090531NAL0017115745001
Plan sponsor
Nicmar Industries D/B/A George R. Roberts Co.
EIN
01-0403628
Plan number
002
Location
Alfred, ME
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$309K
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$9K
Participant$15.7K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$9,038
Participant contributions
$15,731
Total income / additions
$309,007
Benefits paid
$1,471,073
Administrative expenses
$21,728
Total expenses
$1,492,801
Net increase / (decrease)
-$1,183,794

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241113090531NAL0017115745001 cover?
It is the 2023 Form 5500 filing for George R. Roberts Co. Employee Stock Ownership Plan, reported by Nicmar Industries D/B/A George R. Roberts Co. (EIN 01-0403628).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages