Robin Hood 401(A) Employer Contribution Plan — Form 5500 plan (Robin Hood Foundation)
Plain-English plan 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, Robin Hood 401(A) Employer Contribution Plan is a benefit plan reported by Robin Hood Foundation under EIN 13-3441066 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $24,349,927 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robin Hood Foundation
- EIN
- 13-3441066
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $24,349,927
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241204103033NAL0005566688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,349,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,349,927
- Net assets (BOY)
- $20,874,757
Income & contributions
- Employer contributions
- $1,761,733
- Participant contributions
- $0
- Total contributions
- $1,761,733
- Total income / additions
- $5,177,886
Expenses & distributions
- Benefits paid
- $1,641,707
- Administrative expenses
- $61,009
- Total expenses
- $1,702,716
- Net increase / (decrease)
- $3,475,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $63,760 | $0 | 2023 |
| Procyon Partners LLC Dba Procyon Ad | INVESTMENT ADVISOR | $38,778 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $67 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robin Hood Foundation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Procyon Partners LLC Dba Procyon Ad — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation