How big is Dan B. Roberts' plan?

Dan B. Roberts' plan reported $470K in assets and 1 participants for 2023.

Original filing (PDF)20241015211242NAL0051372432001

Dan B. Roberts

Name: Dan B. Roberts — Dan B. Roberts Employee's 401(k), Form 5500 (2023)
Creator: Dan B. Roberts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dan B. Roberts Employee's 401(k) Plan

401(k) retirement plan · Dan B. Roberts' Dan B. Roberts Employee's 401(k) Plan held $470K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

People on this filing

Dan B. Roberts signed Dan B. Roberts' 2023 Form 5500 as plan administrator.

Dan B. Roberts — 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

Dan B. Roberts' EIN is 87-0460494.

EIN 87-0460494

Plan number 001

Plan year 2023

ACK ID 20241015211242NAL0051372432001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Dan B. Roberts' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DAN B. ROBERTS

EIN

all filings

Address

833 COVENTRY LANE · ALPINE, UT · 84004

Phone

(801) 376-1952

Industry

Finance & Insurance

Plan administrator