2023 Form 5500 filing — E.S. Robbins Corporation 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 20241001113245NAL0003222371001) for E.S. Robbins Corporation 401(K) Profit Sharing Plan, reported by E.S. Robbins Corporation under EIN 63-0574791 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.9MReported net assets$5,943,994
Participants140
Provider compensation$21.7K2 Schedule C row(s)$21,688
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001113245NAL0003222371001
Plan sponsor
E.S. Robbins Corporation
EIN
63-0574791
Plan number
001
Location
Muscle Shoals, AL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$254.9K
Benefits paid / distributions$245.9K
Contributions
Employer$78K
Participant$478.6K
Full reported line items
Total assets (EOY)
$5,943,994
Total liabilities (EOY)
$0
Net assets (EOY)
$5,943,994
Employer contributions
$77,996
Participant contributions
$478,611
Total income / additions
$1,257,672
Benefits paid
$245,930
Administrative expenses
$8,979
Total expenses
$254,909
Net increase / (decrease)
$1,002,763

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$12,709
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$8,979$0

Related Form 5500 pages