Roebuck Investment Corporation 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Roebuck Investment Corporation)
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, Roebuck Investment Corporation 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Roebuck Investment Corporation under EIN 45-1583638 and plan number 002. The latest loaded filing year is 2023. The filing reports 38 participants and $356,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roebuck Investment Corporation
- EIN
- 45-1583638
- Plan number
- 002
- Plan type
- 2
- Location
- Enfield, CT
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $356,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20240528075218NAL0010556529001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $356,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $356,082
- Net assets (BOY)
- $276,873
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $34,660
- Total income / additions
- $99,510
Expenses & distributions
- Benefits paid
- $17,082
- Administrative expenses
- $3,219
- Total expenses
- $20,301
- Net increase / (decrease)
- $79,209
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.