M. Roberts Media, LLC 401(K) Plan — Form 5500 plan (M. Roberts Media, LLC)

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, M. Roberts Media, LLC 401(K) Plan is a benefit plan reported by M. Roberts Media, LLC under EIN 37-1792350 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $9,922,105 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M. Roberts Media, LLC
EIN
37-1792350
Plan number
001
Plan type
2
Location
Longview, TX
Latest filing year
2023
Participants
199
End-of-year plan assets
$9,922,105

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20240930082638NAL0005320097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,922,105
Total liabilities (EOY)
$0
Net assets (EOY)
$9,922,105
Net assets (BOY)
$8,611,839

Income & contributions

Employer contributions
$0
Participant contributions
$357,439
Total contributions
$443,320
Total income / additions
$2,435,322

Expenses & distributions

Benefits paid
$1,117,821
Administrative expenses
$7,235
Total expenses
$1,125,056
Net increase / (decrease)
$1,310,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$4,790$02023

Related Form 5500 pages