2023 Form 5500 filing — Robert Resources, L.L.C. Retirement Plan And Trust

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 20250116131721NAL0023474273001) for Robert Resources, L.L.C. Retirement Plan And Trust, reported by Robert Resources, L.L.C. under EIN 72-1446050 and plan number 001. It reports 362 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)$4.6MReported net assets$4,588,948
Participants362
Provider compensation$9K1 Schedule C row(s)$8,970
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250116131721NAL0023474273001
Plan sponsor
Robert Resources, L.L.C.
EIN
72-1446050
Plan number
001
Location
New Orleans, LA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$607
Money in vs. money out
Total income / additions$1.2M
Total expenses$576.9K
Benefits paid / distributions$554K
Contributions
Employer$55K
Participant$252.2K
Full reported line items
Total assets (EOY)
$4,589,555
Total liabilities (EOY)
$607
Net assets (EOY)
$4,588,948
Employer contributions
$55,047
Participant contributions
$252,241
Total income / additions
$1,221,873
Benefits paid
$553,996
Administrative expenses
$8,993
Total expenses
$576,920
Net increase / (decrease)
$644,953
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250116131721NAL0023474273001 cover?
It is the 2023 Form 5500 filing for Robert Resources, L.L.C. Retirement Plan And Trust, reported by Robert Resources, L.L.C. (EIN 72-1446050).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages