2023 Form 5500 filing — Robbins Bros. Jewelry, Inc. 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003120706NAL0005701251001) for Robbins Bros. Jewelry, Inc. 401k Plan, reported by Robbins Bros. Jewelry, Inc. under EIN 26-4624291 and plan number 001. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003120706NAL0005701251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robbins Bros. Jewelry, Inc.
- EIN
- 26-4624291
- Plan number
- 001
- Location
- Azusa, CA
- Participants
- 335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,300,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,300,018
- Participant contributions
- $819,611
- Total income / additions
- $2,152,551
- Benefits paid
- $1,251,386
- Administrative expenses
- $67,013
- Total expenses
- $1,320,532
- Net increase / (decrease)
- $832,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $45,523 | $0 |
| Ameriprise Financial Services | BROKER | $0 | $20,665 |
| Truog-Ryding Company, Inc. | TPA | $9,710 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,300 | not reported in the loaded dataset |
| 3 38 Investment Fiduciaries, Inc | INVESTMENT ADVISOR | $4,304 | not reported in the loaded dataset |
| Robbins Bros Jewelry Inc | OTHER | $45 | not reported in the loaded dataset |