2023 Form 5500 filing — Robert J. Devereaux Corporation 401(K) Profit Sharing 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 20241210150942NAL0011989553001) for Robert J. Devereaux Corporation 401(K) Profit Sharing Plan, reported by Robert J. Devereaux Corporation under EIN 04-2448905 and plan number 001. It reports 300 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)$19.2MReported net assets$19,234,596
Participants300
Provider compensation$20.3K1 Schedule C row(s)$20,251
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241210150942NAL0011989553001
- Plan sponsor
- Robert J. Devereaux Corporation
- EIN
- 04-2448905
- Plan number
- 001
- Location
- Malden, MA
- 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)$19.2M total assets
Net assets$19.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,234,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,234,596
- Employer contributions
- $347,397
- Participant contributions
- $1,137,243
- Total income / additions
- $4,408,755
- Benefits paid
- $527,873
- Administrative expenses
- $19,502
- Total expenses
- $547,375
- Net increase / (decrease)
- $3,861,380
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $12,202 | $8,049 |