Roberts Oxygen Company, Inc. Profit Sharing Plan — Form 5500 plan (Roberts Oxygen Company, 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, Roberts Oxygen Company, Inc. Profit Sharing Plan is a benefit plan reported by Roberts Oxygen Company, Inc. under EIN 52-0822869 and plan number 002. The latest loaded filing year is 2023. The filing reports 831 participants and $185,298,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roberts Oxygen Company, Inc.
- EIN
- 52-0822869
- Plan number
- 002
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 831
- End-of-year plan assets
- $185,298,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 831 | H, C | 20241014142846NAL0044876736001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $185,298,324
- Total liabilities (EOY)
- $10,417
- Net assets (EOY)
- $185,287,907
- Net assets (BOY)
- $163,715,026
Income & contributions
- Employer contributions
- $9,750,000
- Total contributions
- $9,750,000
- Total income / additions
- $36,238,437
Expenses & distributions
- Benefits paid
- $14,162,110
- Administrative expenses
- $503,446
- Total expenses
- $14,665,556
- Net increase / (decrease)
- $21,572,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M&T Bank Institutional Svcs Unit | BROKERAGE | $174,707 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce, Fenner And S | BROKERAGE | $66,698 | $0 | 2023 |
| Heritage Investors | INVESTMENT MGR | $12,895 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roberts Oxygen Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- M&T Bank Institutional Svcs Unit — Schedule C compensation
- Merrill Lynch Pierce, Fenner And S — Schedule C compensation
- Heritage Investors — Schedule C compensation