Robinson Fans Holdings 401(K) & Profit Sharing Plan — Form 5500 plan (Robinson Fans Holdings, Inc.)

Plain-English plan 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, Robinson Fans Holdings 401(K) & Profit Sharing Plan is a benefit plan reported by Robinson Fans Holdings, Inc. under EIN 26-3885665 and plan number 002. The latest loaded filing year is 2023. The filing reports 321 participants and $42,632,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robinson Fans Holdings, Inc.
EIN
26-3885665
Plan number
002
Plan type
2
Location
Zelienople, PA
Latest filing year
2023
Participants
321
End-of-year plan assets
$42,632,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H, C20240709090235NAL0028565746001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,632,673
Total liabilities (EOY)
$0
Net assets (EOY)
$42,632,673
Net assets (BOY)
$21,732,943

Income & contributions

Employer contributions
$747,462
Participant contributions
$1,273,904
Total contributions
$2,161,828
Total income / additions
$7,595,516

Expenses & distributions

Benefits paid
$4,082,709
Administrative expenses
$38,880
Total expenses
$4,121,589
Net increase / (decrease)
$3,473,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$66,029not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$27,149$02023

Related Form 5500 pages