Robbins Bros. Jewelry, Inc. 401k Plan — Form 5500 plan (Robbins Bros. Jewelry, 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, Robbins Bros. Jewelry, Inc. 401k Plan is a benefit plan reported by Robbins Bros. Jewelry, Inc. under EIN 26-4624291 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $9,300,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robbins Bros. Jewelry, Inc.
- EIN
- 26-4624291
- Plan number
- 001
- Plan type
- 2
- Location
- Azusa, CA
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $9,300,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20241003120706NAL0005701251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,300,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,300,018
- Net assets (BOY)
- $8,467,999
Income & contributions
- Participant contributions
- $819,611
- Total contributions
- $876,669
- Total income / additions
- $2,152,551
Expenses & distributions
- Benefits paid
- $1,251,386
- Administrative expenses
- $67,013
- Total expenses
- $1,320,532
- Net increase / (decrease)
- $832,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $45,523 | $0 | 2023 |
| Ameriprise Financial Services | BROKER | $0 | $20,665 | 2023 |
| Truog-Ryding Company, Inc. | TPA | $9,710 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,300 | not reported in the loaded dataset | 2023 |
| 3 38 Investment Fiduciaries, Inc | INVESTMENT ADVISOR | $4,304 | not reported in the loaded dataset | 2023 |
| Robbins Bros Jewelry Inc | OTHER | $45 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robbins Bros. Jewelry, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Azusa, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Ameriprise Financial Services — Schedule C compensation
- Truog-Ryding Company, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- 3 38 Investment Fiduciaries, Inc — Schedule C compensation
- Robbins Bros Jewelry Inc — Schedule C compensation