Roy Robinson 401k Retirement Savings Plan — Form 5500 plan (Roy Robinson Incorporated)

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, Roy Robinson 401k Retirement Savings Plan is a benefit plan reported by Roy Robinson Incorporated under EIN 91-0690099 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $9,483,360 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.5MPlan net assets, end of year$9,483,360
Participants124Covered participants reported
Assets / participant$76.5KComputed: assets ÷ participants$76,479 (computed)
Provider compensation$86.7K2 Schedule C provider row(s)$86,701
Plan sponsor
Roy Robinson Incorporated
EIN
91-0690099
Plan number
001
Plan type
2
Location
Marysville, WA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    124 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.5M total assets
Net assets$9.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Contributions
Employer$42.1K
Participant$184.9K
Full reported line items

Net assets

Total assets (EOY)
$9,483,360
Total liabilities (EOY)
$0
Net assets (EOY)
$9,483,360
Net assets (BOY)
$10,445,387

Income & contributions

Employer contributions
$42,056
Participant contributions
$184,917
Total contributions
$226,973
Total income / additions
$1,907,501

Expenses & distributions

Benefits paid
$2,782,827
Administrative expenses
$86,701
Total expenses
$2,869,528
Net increase / (decrease)
-$962,027
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets30%Computed ratio
Benefits paid ÷ total income146%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    INVESTMENT MANAGER · Direct $63.4K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $23.3K

Related Form 5500 pages