2023 Form 5500 filing — Robson Communities, Inc. Homeowners Associations 401(K) Retirement 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 20241015194836NAL0017138243005) for Robson Communities, Inc. Homeowners Associations 401(K) Retirement Plan, reported by Robson Communities, Inc. under EIN 86-0665522 and plan number 002. It reports 698 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)$6.5MReported net assets$6,454,432
Participants698
Provider compensation$25.3K1 Schedule C row(s)$25,290
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015194836NAL0017138243005
- Plan sponsor
- Robson Communities, Inc.
- EIN
- 86-0665522
- Plan number
- 002
- 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)$6.5M total assets
Net assets$6.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $6,454,432
- Net assets (EOY)
- $6,454,432
- Employer contributions
- $191,549
- Participant contributions
- $853,259
- Total income / additions
- $1,983,032
- Benefits paid
- $579,692
- Administrative expenses
- $25,315
- Total expenses
- $605,007
- Net increase / (decrease)
- $1,378,025
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $25,290 | not reported in the loaded dataset |