2023 Form 5500 filing — Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust
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 20241015194836NAL0017138243001) for Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust, reported by Robson Communities, Inc. under EIN 86-0665522 and plan number 001. It reports 1,459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$47.9MReported net assets$47,863,316
Participants1.5K1,459
Provider compensation$58.3K1 Schedule C row(s)$58,258
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015194836NAL0017138243001
- Plan sponsor
- Robson Communities, Inc.
- EIN
- 86-0665522
- Plan number
- 001
- Location
- Sun Lakes, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$47.9M total assets
Net assets$47.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $47,863,316
- Net assets (EOY)
- $47,863,316
- Employer contributions
- $801,195
- Participant contributions
- $3,504,469
- Total income / additions
- $10,852,823
- Benefits paid
- $3,145,725
- Administrative expenses
- $58,208
- Total expenses
- $3,203,933
- Net increase / (decrease)
- $7,648,890
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $58,258 | not reported in the loaded dataset |