Plan5500

Robinson 401(K) Profit Sharing Plan — Form 5500 plan (Robinson, Inc.)

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, Robinson 401(K) Profit Sharing Plan is a benefit plan reported by Robinson, Inc. under EIN 39-1212475 and plan number 001. The latest loaded filing year is 2023. The filing reports 825 participants and $37,727,124 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robinson, Inc.
EIN
39-1212475
Plan number
001
Plan type
2
Location
Depere, WI
Latest filing year
2023
Participants
825
End-of-year plan assets
$37,727,124

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023825H, C20250317155054NAL0003265808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,727,124
Total liabilities (EOY)
$0
Net assets (EOY)
$37,727,124
Net assets (BOY)
$32,826,554

Income & contributions

Employer contributions
$1,054,594
Participant contributions
$2,742,860
Total contributions
$4,069,002
Total income / additions
$8,667,236

Expenses & distributions

Benefits paid
$3,590,252
Administrative expenses
$176,414
Total expenses
$3,766,666
Net increase / (decrease)
$4,900,570

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$93,518not reported in the loaded dataset2023
Ubs Financial ServicesNONE$82,896not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages