Plan5500

The John Roberts Company Profit Sharing Plan — Form 5500 plan (The John Roberts Company)

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, The John Roberts Company Profit Sharing Plan is a benefit plan reported by The John Roberts Company under EIN 41-0763427 and plan number 006. The latest loaded filing year is 2023. The filing reports 287 participants and $37,431,668 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.4MPlan net assets, end of year$37,431,668
Participants287Covered participants reported
Assets / participant$130.4KComputed: assets ÷ participants$130,424 (computed)
Provider compensation$85.1K4 Schedule C provider row(s)$85,144
Plan sponsor
The John Roberts Company
EIN
41-0763427
Plan number
006
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    287 participants · 2Sch HSch C
    View filing →
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)$37.4M total assets
Net assets$37.4MLiabilities—
Money in vs. money out
Total income / additions$7.7M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$294.5K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$37,431,668
Net assets (EOY)
$37,431,668
Net assets (BOY)
$32,661,354

Income & contributions

Employer contributions
$294,521
Participant contributions
$1,362,540
Total contributions
$1,952,690
Total income / additions
$7,718,198

Expenses & distributions

Benefits paid
$2,852,998
Administrative expenses
$85,144
Total expenses
$2,947,884
Net increase / (decrease)
$4,770,314
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.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Schwab Retirement Plan Services,Inc$45.5K
    NONE · Direct $45.5K
  2. 2
    Mma Securities LLC$27.4K
    NONE · Direct $27.4K
  3. 3
    Eide Bailly Llp$11.8K
    NONE · Direct $11.8K
  4. 4
    Charles Schwab & Co., Inc.$542
    NONE · Direct $542 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the The John Roberts Company Profit Sharing Plan?
The John Roberts Company Profit Sharing Plan is reported as sponsored by The John Roberts Company (EIN 41-0763427, plan number 006) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The John Roberts Company Profit Sharing Plan?
The latest Form 5500 filing year loaded for The John Roberts Company Profit Sharing Plan is 2023.
How many participants does The John Roberts Company Profit Sharing Plan report?
The John Roberts Company Profit Sharing Plan reports 287 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The John Roberts Company Profit Sharing Plan?
The John Roberts Company Profit Sharing Plan reports $37,431,668 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages