Robson Forensic Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by Robson Forensic, Inc. under EIN 23-2776905 and plan number 003. The latest loaded filing year is 2023. The filing reports 181 participants and $2,246,403 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.2MPlan net assets, end of year$2,239,589
Participants181Covered participants reported
Assets / participant$12.4KComputed: assets ÷ participants$12,411 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Robson Forensic, Inc.
- EIN
- 23-2776905
- Plan number
- 003
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20250723131525NAL0002044915001 |
Schedule H · 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)$2.2M total assets
Net assets$2.2MLiabilities$6.8K
Full reported line items
Net assets
- Total assets (EOY)
- $2,246,403
- Total liabilities (EOY)
- $6,814
- Net assets (EOY)
- $2,239,589
- Net assets (BOY)
- $1,815,384
Income & contributions
- Employer contributions
- $125,000
- Total contributions
- $125,000
- Total income / additions
- $535,788
Expenses & distributions
- Benefits paid
- $111,583
- Administrative expenses
- $0
- Total expenses
- $111,583
- Net increase / (decrease)
- $424,205
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.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Company Llp | NONE | $0 | $0 | 2023 |