How big is Hugh B. Roberts' plan?

Hugh B. Roberts' plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250905165519NAL0017324801001

Hugh B. Roberts

Name: Hugh B. Roberts — Hugh B. Roberts Employees' Profit, Form 5500 (2024)
Creator: Hugh B. Roberts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hugh B. Roberts Employees' Profit Sharing Plan and Trust

401(k) retirement plan · Hugh B. Roberts' Hugh B. Roberts Employees' Profit Sharing Plan and Trust held $1.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Hugh B. Roberts signed Hugh B. Roberts' 2024 Form 5500 as plan administrator.

Hugh 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

Hugh B. Roberts' EIN is 95-4114466.

EIN 95-4114466

Plan number 001

Plan year 2024

ACK ID 20250905165519NAL0017324801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hugh B. Roberts from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUGH B. 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score