2023 Form 5500 filing — Robinson Fans Holdings 401(K) & Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709090235NAL0028565746001) for Robinson Fans Holdings 401(K) & Profit Sharing Plan, reported by Robinson Fans Holdings, Inc. under EIN 26-3885665 and plan number 002. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709090235NAL0028565746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robinson Fans Holdings, Inc.
- EIN
- 26-3885665
- Plan number
- 002
- Location
- Zelienople, PA
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,632,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,632,673
- Employer contributions
- $747,462
- Participant contributions
- $1,273,904
- Total income / additions
- $7,595,516
- Benefits paid
- $4,082,709
- Administrative expenses
- $38,880
- Total expenses
- $4,121,589
- Net increase / (decrease)
- $3,473,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $66,029 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$27,149 | $0 |