Plan5500

Rbt Cpas Llp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Rbt Cpas, Llp)

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, Rbt Cpas Llp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Rbt Cpas, Llp under EIN 14-1604297 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $7,218,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rbt Cpas, Llp
EIN
14-1604297
Plan number
001
Plan type
2
Location
Newburgh, NY
Latest filing year
2023
Participants
146
End-of-year plan assets
$7,218,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241015153008NAL0056965554010

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,218,195
Net assets (EOY)
$7,218,195
Net assets (BOY)
$5,214,157

Income & contributions

Employer contributions
$233,765
Participant contributions
$569,930
Total contributions
$1,675,380
Total income / additions
$2,729,817

Expenses & distributions

Benefits paid
$674,992
Administrative expenses
$50,787
Total expenses
$725,779
Net increase / (decrease)
$2,004,038

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Focused Wealth Management, Inc.NONE$28,495not reported in the loaded dataset2023
Fidelity Investments InstitutionalNONE$22,292not reported in the loaded dataset2023

Related Form 5500 pages