2023 Form 5500 filing — The Robinette Company 401(K) 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 20240718103246NAL0009401808001) for The Robinette Company 401(K) Plan, reported by The Robinette Company under EIN 62-1302284 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718103246NAL0009401808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Robinette Company
- EIN
- 62-1302284
- Plan number
- 001
- Location
- Bristol, TN
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,629,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,629,257
- Employer contributions
- $294,038
- Participant contributions
- $829,357
- Total income / additions
- $3,749,409
- Benefits paid
- $1,319,499
- Administrative expenses
- $64,005
- Total expenses
- $1,383,504
- Net increase / (decrease)
- $2,365,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $33,381 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $33,376 | $0 |