2023 Form 5500 filing — Roy Robinson 401k Retirement Savings 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 20241015172431NAL0030483281001) for Roy Robinson 401k Retirement Savings Plan, reported by Roy Robinson Incorporated under EIN 91-0690099 and plan number 001. It reports 124 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)$9.5MReported net assets$9,483,360
Participants124
Provider compensation$86.7K2 Schedule C row(s)$86,701
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015172431NAL0030483281001
Plan sponsor
Roy Robinson Incorporated
EIN
91-0690099
Plan number
001
Location
Marysville, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.5M total assets
Net assets$9.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Contributions
Employer$42.1K
Participant$184.9K
Full reported line items
Total assets (EOY)
$9,483,360
Total liabilities (EOY)
$0
Net assets (EOY)
$9,483,360
Employer contributions
$42,056
Participant contributions
$184,917
Total income / additions
$1,907,501
Benefits paid
$2,782,827
Administrative expenses
$86,701
Total expenses
$2,869,528
Net increase / (decrease)
-$962,027
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MANAGER · Direct $63.4K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $23.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015172431NAL0030483281001 cover?
It is the 2023 Form 5500 filing for Roy Robinson 401k Retirement Savings Plan, reported by Roy Robinson Incorporated (EIN 91-0690099).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages