Roberts Aircraft Co. 401(K) Plan — Form 5500 plan (Roberts Aircraft Co.)
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 Aircraft Co. 401(K) Plan is a benefit plan reported by Roberts Aircraft Co. under EIN 82-0225558 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $6,464,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roberts Aircraft Co.
- EIN
- 82-0225558
- Plan number
- 001
- Plan type
- 2
- Location
- Cheyenne, WY
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $6,464,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241010104132NAL0020837249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,464,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,464,744
- Net assets (BOY)
- $5,062,052
Income & contributions
- Employer contributions
- $357,866
- Participant contributions
- $671,901
- Total contributions
- $1,032,942
- Total income / additions
- $1,929,603
Expenses & distributions
- Benefits paid
- $525,661
- Administrative expenses
- $1,250
- Total expenses
- $526,911
- Net increase / (decrease)
- $1,402,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $13,499 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,250 | $0 | 2023 |