Robinson Inc. Esop Plan & Trust — 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 Inc. Esop Plan & Trust is a benefit plan reported by Robinson, Inc. under EIN 39-1212475 and plan number 002. The latest loaded filing year is 2023. The filing reports 448 participants and $149,015,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robinson, Inc.
EIN
39-1212475
Plan number
002
Plan type
2
Location
De Pere, WI
Latest filing year
2023
Participants
448
End-of-year plan assets
$149,015,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023448H20250319145336NAL0007595520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$149,015,567
Total liabilities (EOY)
$65,249,766
Net assets (EOY)
$83,765,801
Net assets (BOY)
-$48,356,749

Income & contributions

Employer contributions
$3,348,988
Total contributions
$3,348,988
Total income / additions
$134,779,388

Expenses & distributions

Benefits paid
$7,545
Administrative expenses
$0
Total expenses
$2,656,838
Net increase / (decrease)
$132,122,550

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages