The Robinette Company 401(K) Plan — Form 5500 plan (The Robinette Company)
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, The Robinette Company 401(K) Plan is a benefit plan reported by The Robinette Company under EIN 62-1302284 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $15,629,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Robinette Company
- EIN
- 62-1302284
- Plan number
- 001
- Plan type
- 2
- Location
- Bristol, TN
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $15,629,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20240718103246NAL0009401808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,629,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,629,257
- Net assets (BOY)
- $13,263,352
Income & contributions
- Employer contributions
- $294,038
- Participant contributions
- $829,357
- Total contributions
- $1,168,333
- Total income / additions
- $3,749,409
Expenses & distributions
- Benefits paid
- $1,319,499
- Administrative expenses
- $64,005
- Total expenses
- $1,383,504
- Net increase / (decrease)
- $2,365,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $33,381 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $33,376 | $0 | 2023 |