Rob Barletta'S Hockey School, Inc. 401(K) Plan — Form 5500 plan (Rob Barletta'S Hockey School, 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, Rob Barletta'S Hockey School, Inc. 401(K) Plan is a benefit plan reported by Rob Barletta'S Hockey School, Inc. under EIN 04-3449014 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,248,146 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2MPlan net assets, end of year$1,248,146
Participants7Covered participants reported
Assets / participant$178.3KComputed: assets ÷ participants$178,307 (computed)
Provider compensationNone reported
Plan sponsor
Rob Barletta'S Hockey School, Inc.
EIN
04-3449014
Plan number
001
Plan type
2
Location
Walpole, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20241012123144NAL0041481520001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$230.1K
Total expenses$31.8K
Benefits paid / distributions$25.5K
Contributions
Employer$0
Participant$5.8K
Full reported line items

Net assets

Total assets (EOY)
$1,248,146
Total liabilities (EOY)
$0
Net assets (EOY)
$1,248,146
Net assets (BOY)
$1,049,850

Income & contributions

Employer contributions
$0
Participant contributions
$5,850
Total income / additions
$230,112

Expenses & distributions

Benefits paid
$25,527
Administrative expenses
$6,289
Total expenses
$31,816
Net increase / (decrease)
$198,296
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income11%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages