2023 Form 5500 filing — Robin Hood 401(A) Employer Contribution 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 20241204103033NAL0005566688001) for Robin Hood 401(A) Employer Contribution Plan, reported by Robin Hood Foundation under EIN 13-3441066 and plan number 002. It reports 190 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)$24.3MReported net assets$24,349,927
Participants190
Provider compensation$102.6K3 Schedule C row(s)$102,605
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241204103033NAL0005566688001
- Plan sponsor
- Robin Hood Foundation
- EIN
- 13-3441066
- Plan number
- 002
- Location
- New York, NY
- 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)$24.3M total assets
Net assets$24.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,349,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,349,927
- Employer contributions
- $1,761,733
- Participant contributions
- $0
- Total income / additions
- $5,177,886
- Benefits paid
- $1,641,707
- Administrative expenses
- $61,009
- Total expenses
- $1,702,716
- Net increase / (decrease)
- $3,475,170
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $63,760 | $0 |
| Procyon Partners LLC Dba Procyon Ad | INVESTMENT ADVISOR | $38,778 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $67 | not reported in the loaded dataset |