Original filing (PDF)20251023095751NAL0002054321001

ELGIN B. ROBERTSON, INC.

Name: ELGIN B. ROBERTSON, INC. — ELGIN B. ROBERTSON, INC. RESTATED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ELGIN B. ROBERTSON, INC.

Form 5500-SF

FILING_RECEIVED

ELGIN B. ROBERTSON, INC. RESTATED PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELGIN B. ROBERTSON, INC..

Plan sponsor

Name

ELGIN B. ROBERTSON, INC.

EIN

75-0721634

Address

P.O. BOX 210519 · DALLAS, TX · 752110519

Phone

(214) 333-2341

Industry

Wholesale Tradesee all

Plan administrator

Name

ELGIN B. ROBERTSON, INC.

EIN

75-0721634

City

DALLAS, TX

Phone

(214) 333-2341

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-23

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

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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