2023 Form 5500 filing — Roberts Manufacturing Co., 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 20241122085339NAL0002796432001) for Roberts Manufacturing Co., Inc. 401(K) Plan, reported by Roberts Manufacturing Co., Inc. under EIN 34-1205865 and plan number 002. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241122085339NAL0002796432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roberts Manufacturing Co., Inc.
- EIN
- 34-1205865
- Plan number
- 002
- Location
- Oakwood, OH
- Participants
- 32
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,007,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,007,111
- Employer contributions
- $20,056
- Participant contributions
- $64,011
- Total income / additions
- $226,407
- Benefits paid
- $48,901
- Administrative expenses
- $10,425
- Total expenses
- $59,326
- Net increase / (decrease)
- $167,081
- Schedule source
- Schedule I