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 Truck Center Retirement Plan is a benefit plan reported by Bdr Preferred Holdings, LLC under EIN 83-2221907 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $7,723,303 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,723,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,723,303
- Net assets (BOY)
- $6,811,778
Income & contributions
- Employer contributions
- $55,000
- Participant contributions
- $410,249
- Total contributions
- $666,982
- Total income / additions
- $1,668,944
Expenses & distributions
- Benefits paid
- $699,572
- Administrative expenses
- $29,125
- Total expenses
- $757,419
- Net increase / (decrease)
- $911,525