Robinson, Bradshaw & Hinson, P.A. Profit-Sharing Plan — Form 5500 plan (Robinson, Bradshaw & Hinson, P.A.)
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, Bradshaw & Hinson, P.A. Profit-Sharing Plan is a benefit plan reported by Robinson, Bradshaw & Hinson, P.A. under EIN 56-0944079 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $169,306,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robinson, Bradshaw & Hinson, P.A.
- EIN
- 56-0944079
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $169,306,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241011105417NAL0012391587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $169,306,998
- Net assets (EOY)
- $169,306,998
- Net assets (BOY)
- $152,186,842
Income & contributions
- Employer contributions
- $4,963,128
- Participant contributions
- $3,426,666
- Total contributions
- $9,040,775
- Total income / additions
- $34,123,610
Expenses & distributions
- Benefits paid
- $16,842,445
- Administrative expenses
- $161,009
- Total expenses
- $17,003,454
- Net increase / (decrease)
- $17,120,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Glassy Mountain Advisors Inc | NONE | $59,069 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $48,459 | not reported in the loaded dataset | 2023 |
| Kingfisher Capital LLC | NONE | $27,971 | not reported in the loaded dataset | 2023 |
| Bragg Financial Advisors Inc | NONE | $23,996 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co.,Inc. | NONE | $1,056 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robinson, Bradshaw & Hinson, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Glassy Mountain Advisors Inc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Kingfisher Capital LLC — Schedule C compensation
- Bragg Financial Advisors Inc — Schedule C compensation
- Charles Schwab & Co.,Inc. — Schedule C compensation