2023 Form 5500 filing — The Robins Financial Credit Union 401(K) Savings And Investment Plan And
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 20240827130242NAL0005111971001) for The Robins Financial Credit Union 401(K) Savings And Investment Plan And, reported by Robins Financial Credit Union under EIN 58-0641605 and plan number 001. It reports 667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827130242NAL0005111971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robins Financial Credit Union
- EIN
- 58-0641605
- Plan number
- 001
- Location
- Warner Robins, GA
- Participants
- 667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,398,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,398,620
- Employer contributions
- $2,103,600
- Participant contributions
- $2,554,499
- Total income / additions
- $13,585,947
- Benefits paid
- $3,917,044
- Administrative expenses
- $16,535
- Total expenses
- $3,949,244
- Net increase / (decrease)
- $9,636,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $61,232 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,535 | $0 |