Roberson Motors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Roberson Motors, 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, Roberson Motors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Roberson Motors, Inc. under EIN 93-0502380 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $6,412,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roberson Motors, Inc.
- EIN
- 93-0502380
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $6,412,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20240827053153NAL0019031328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,412,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,412,066
- Net assets (BOY)
- $5,877,285
Income & contributions
- Employer contributions
- $100,709
- Participant contributions
- $347,697
- Total contributions
- $448,406
- Total income / additions
- $1,317,533
Expenses & distributions
- Benefits paid
- $735,264
- Administrative expenses
- $40,314
- Total expenses
- $782,752
- Net increase / (decrease)
- $534,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gescher Herber Group, LLC | INVESTMENT/FINANCIAL ADVI | $28,476 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $14,475 | $0 | 2023 |
| Jarrard, Seibert, Pollard & Co, LLC | ACCOUNTANT | $11,600 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roberson Motors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Salem, OR
- Gescher Herber Group, LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Jarrard, Seibert, Pollard & Co, LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation