Robert B. Our Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Robert B. Our Co., Inc.)
Plain-English plan 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, Robert B. Our Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Robert B. Our Co., Inc. under EIN 04-2319318 and plan number 002. The latest loaded filing year is 2023. The filing reports 252 participants and $17,141,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert B. Our Co., Inc.
- EIN
- 04-2319318
- Plan number
- 002
- Plan type
- 2
- Location
- Harwich, MA
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $17,141,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241011121133NAL0021820209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,141,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,141,368
- Net assets (BOY)
- $15,301,621
Income & contributions
- Employer contributions
- $274,232
- Participant contributions
- $1,248,098
- Total contributions
- $1,522,330
- Total income / additions
- $3,914,554
Expenses & distributions
- Benefits paid
- $1,974,272
- Administrative expenses
- $74,022
- Total expenses
- $2,074,807
- Net increase / (decrease)
- $1,839,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $37,629 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $34,270 | $0 | 2023 |
| Teal, Becker & Chiaramonte, Cpas | CONTRACT ADMIN | $2,838 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robert B. Our Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Harwich, MA
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Teal, Becker & Chiaramonte, Cpas — Schedule C compensation