Robert J King Jr Defined Benefit Pension Plan — Form 5500 plan (Robert J King Jr Defined Benefit Pension Plan)

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, Robert J King Jr Defined Benefit Pension Plan is a benefit plan reported by Robert J King Jr Defined Benefit Pension Plan under EIN 81-0938683 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,027,585 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2MPlan net assets, end of year$2,027,585
Participants1Covered participants reported
Assets / participant$2MComputed: assets ÷ participants$2,027,585 (computed)
Provider compensationNone reported
Plan sponsor
Robert J King Jr Defined Benefit Pension Plan
EIN
81-0938683
Plan number
001
Plan type
2
Location
Bonita Springs, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20241014220307NAL0027231137005
Schedule I · 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)$2M total assets
Net assets$2MLiabilities
Money in vs. money out
Total income / additions$250.4K
Total expenses$9K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,027,585
Net assets (EOY)
$2,027,585
Net assets (BOY)
$1,786,209

Income & contributions

Total income / additions
$250,404

Expenses & distributions

Administrative expenses
$9,028
Total expenses
$9,028
Net increase / (decrease)
$241,376
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.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages