Robson Forensic, Inc. 401(K) Plan — Form 5500 plan (Robson Forensic, 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, Robson Forensic, Inc. 401(K) Plan is a benefit plan reported by Robson Forensic, Inc. under EIN 23-2776905 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $20,215,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robson Forensic, Inc.
- EIN
- 23-2776905
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $20,215,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241015081826NAL0055176786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,215,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,215,800
- Net assets (BOY)
- $15,561,724
Income & contributions
- Employer contributions
- $101,565
- Participant contributions
- $1,882,252
- Total contributions
- $2,698,597
- Total income / additions
- $5,519,847
Expenses & distributions
- Benefits paid
- $805,845
- Administrative expenses
- $59,926
- Total expenses
- $865,771
- Net increase / (decrease)
- $4,654,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Group, Inc. | NONE | $59,926 | $0 | 2023 |
| Capital Research And Company | NONE | $0 | $0 | 2023 |
| Blackrock Advisors LLC | NONE | $0 | $0 | 2023 |
| Eaton Vance Management | NONE | $0 | $0 | 2023 |
| Federated Hermes | NONE | $0 | $0 | 2023 |
| Invesco Advisers, Inc. | NONE | $0 | $0 | 2023 |
| Bny Mellon Investment Adviser, Inc | NONE | $0 | $0 | 2023 |
| Pgim Investments LLC | NONE | $0 | $0 | 2023 |
| Amundi Asset Management Us, Inc. | NONE | $0 | $0 | 2023 |
| Vaneck Absolute Return Advisers Cor | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robson Forensic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Vanguard Group, Inc. — Schedule C compensation
- Capital Research And Company — Schedule C compensation
- Blackrock Advisors LLC — Schedule C compensation
- Eaton Vance Management — Schedule C compensation
- Federated Hermes — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Bny Mellon Investment Adviser, Inc — Schedule C compensation
- Pgim Investments LLC — Schedule C compensation
- Amundi Asset Management Us, Inc. — Schedule C compensation
- Vaneck Absolute Return Advisers Cor — Schedule C compensation
- Dodge & Cox — Schedule C compensation