Robertson'S Ltd. 401(K) Plan — Form 5500 plan (Robertson'S Ready Mix, Ltd.)
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, Robertson'S Ltd. 401(K) Plan is a benefit plan reported by Robertson'S Ready Mix, Ltd. under EIN 33-0491865 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,995 participants and $110,518,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robertson'S Ready Mix, Ltd.
- EIN
- 33-0491865
- Plan number
- 002
- Plan type
- 2
- Location
- Corona, CA
- Latest filing year
- 2023
- Participants
- 1,995
- End-of-year plan assets
- $110,518,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,995 | H, C | 20240927133347NAL0003870160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,518,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,518,243
- Net assets (BOY)
- $98,555,316
Income & contributions
- Employer contributions
- $4,038,876
- Participant contributions
- $6,751,688
- Total contributions
- $10,905,277
- Total income / additions
- $22,265,147
Expenses & distributions
- Benefits paid
- $10,005,455
- Administrative expenses
- $296,765
- Total expenses
- $10,302,220
- Net increase / (decrease)
- $11,962,927
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $296,764 | $0 | 2023 |
| Morgan Stanley Global Banking Opera | INVESTMENT ADVISORY | $0 | $70,000 | 2023 |
| Actuarial Benefits Corporation | CONTRACT ADMINISTRATOR | $0 | $18,544 | 2023 |
| Wright Ford Young | ACCOUNTANT | $0 | $15,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robertson'S Ready Mix, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Corona, CA
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Actuarial Benefits Corporation — Schedule C compensation
- Wright Ford Young — Schedule C compensation