Plan5500

Robertet Usa 401(K) Plan — Form 5500 plan (Robertet, 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, Robertet Usa 401(K) Plan is a benefit plan reported by Robertet, Inc. under EIN 22-2273649 and plan number 001. The latest loaded filing year is 2023. The filing reports 492 participants and $105,903,295 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robertet, Inc.
EIN
22-2273649
Plan number
001
Plan type
2
Location
Mt. Olive, NJ
Latest filing year
2023
Participants
492
End-of-year plan assets
$105,903,295

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023492H, C20250717104306NAL0000136017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,903,295
Total liabilities (EOY)
$0
Net assets (EOY)
$105,903,295
Net assets (BOY)
$89,557,600

Income & contributions

Employer contributions
$3,460,434
Participant contributions
$3,149,315
Total contributions
$7,277,114
Total income / additions
$24,251,874

Expenses & distributions

Benefits paid
$7,729,023
Administrative expenses
$164,181
Total expenses
$7,906,179
Net increase / (decrease)
$16,345,695

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$95,308$02023
Lpl FinancialINVESTMENT ADVISOR$67,543not reported in the loaded dataset2023

Related Form 5500 pages