Original filing (PDF)20230608150000NAL0040868000001

Roberts and Morris Inc.

Name: Roberts and Morris Inc. — Roberts and Morris Inc., Form 5500 (2022)
Creator: Roberts and Morris Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts and Morris Inc. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Roberts and Morris Inc.'s Roberts and Morris Inc. Profit Sharing Plan and Trust filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Paul S. Morris signed Roberts and Morris Inc.'s 2022 Form 5500 as plan administrator.

Paul S. Morris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Roberts and Morris Inc.'s EIN is 56-1765648.

EIN 56-1765648

Plan number 001

Plan year 2022

ACK ID 20230608150000NAL0040868000001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Roberts and Morris Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Roberts and Morris Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTS AND MORRIS INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score