Plan5500

Robb & Stucky International, Inc. Employees Retirement Plan — Form 5500 plan (Robb & Stucky International, 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, Robb & Stucky International, Inc. Employees Retirement Plan is a benefit plan reported by Robb & Stucky International, Inc. under EIN 45-2318904 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $9,766,950 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.8MPlan net assets, end of year$9,766,950
Participants184Covered participants reported
Assets / participant$53.1KComputed: assets ÷ participants$53,081 (computed)
Provider compensation$36.8K2 Schedule C provider row(s)$36,768
Plan sponsor
Robb & Stucky International, Inc.
EIN
45-2318904
Plan number
001
Plan type
2
Location
Ft Myers, FL
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
    184 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)$9.8M total assets
Net assets$9.8MLiabilities—
Money in vs. money out
Total income / additions$3.1M
Total expenses$312.2K
Benefits paid / distributions$243.5K
Contributions
Employer$281.5K
Participant$912.5K
Full reported line items

Net assets

Total assets (EOY)
$9,766,950
Net assets (EOY)
$9,766,950
Net assets (BOY)
$6,971,989

Income & contributions

Employer contributions
$281,459
Participant contributions
$912,464
Total contributions
$1,854,498
Total income / additions
$3,107,154

Expenses & distributions

Benefits paid
$243,516
Administrative expenses
$37,898
Total expenses
$312,193
Net increase / (decrease)
$2,794,961
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 24%Participant 76%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income8%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
    M Holding Securities$23.2K
    SERVICE PROVIDER · Direct $23.2K
  2. 2
    The Vanguard Group$13.5K
    RECORDKEEPER · Direct $13.5K

Related Form 5500 pages