2023 Form 5500 filing — Robinson Helicopter Company 401(K) Retirement 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 20241014173421NAL0013694115001) for Robinson Helicopter Company 401(K) Retirement Plan, reported by Robinson Helicopter Company Inc. under EIN 95-2834107 and plan number 001. It reports 1,228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173421NAL0013694115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robinson Helicopter Company Inc.
- EIN
- 95-2834107
- Plan number
- 001
- Location
- Torrance, CA
- Participants
- 1,228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,153,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,153,081
- Employer contributions
- $2,055,359
- Participant contributions
- $5,930,265
- Total income / additions
- $21,084,180
- Benefits paid
- $10,263,144
- Administrative expenses
- $94,379
- Total expenses
- $10,357,523
- Net increase / (decrease)
- $10,726,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $68,579 | $0 |
| Benefit Finacial Services Group | NONE | $20,000 | not reported in the loaded dataset |
| Henningfield & Associates, Inc. | NONE | $5,500 | not reported in the loaded dataset |