How big is Hugh Roberts' plan?

Hugh Roberts' plan reported $142K in assets and 12 participants for 2023.

Original filing (PDF)20240808122043NAL0004920769001

Hugh Roberts

Name: Hugh Roberts — ADEL Seed&Feed Inc., Form 5500 (2023)
Creator: Hugh Roberts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADEL Seed&Feed Inc.

Defined-contribution retirement plan · Hugh Roberts' ADEL Seed&Feed Inc. held $142K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

People on this filing

Gary James signed Hugh Roberts' 2023 Form 5500 as plan administrator.

Gary James — 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

Hugh Roberts' EIN is 58-1080775.

EIN 58-1080775

Plan number 001

Plan year 2023

ACK ID 20240808122043NAL0004920769001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hugh Roberts from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hugh Roberts' plan includes profit-sharing.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

HUGH ROBERTS

DBA

HUGH W ROBERTSCPA LLC

EIN

all filings

Address

103 SOUTH CHERRY STREET · PO BOX 534 · OCILLA, GA · 317740534

Phone

—

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-08

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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