Robert W. Blair D.C.Inc. Profit Sharing Plan — Form 5500 plan (Robert W. Blair D.C. 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, Robert W. Blair D.C.Inc. Profit Sharing Plan is a benefit plan reported by Robert W. Blair D.C. Inc. under EIN 34-1366934 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $241,649 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$239.5KPlan net assets, end of year$239,527
Participants3Covered participants reported
Assets / participant$80.5KComputed: assets ÷ participants$80,550 (computed)
Provider compensationNone reported
Plan sponsor
Robert W. Blair D.C. Inc.
EIN
34-1366934
Plan number
001
Plan type
2
Location
Burton, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20250911124507NAL0000242355001
Schedule I · 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)$241.6K total assets
Net assets$239.5KLiabilities$2.1K
Money in vs. money out
Total income / additions$11.5K
Total expenses$101
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$241,649
Total liabilities (EOY)
$2,122
Net assets (EOY)
$239,527
Net assets (BOY)
$228,082

Income & contributions

Total income / additions
$11,546

Expenses & distributions

Total expenses
$101
Net increase / (decrease)
$11,445
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 assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages