Ryan R. Robison & Co., Inc. Retirement Plan — Form 5500 plan (Ryan R. Robison & Company, 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, Ryan R. Robison & Co., Inc. Retirement Plan is a benefit plan reported by Ryan R. Robison & Company, Inc. under EIN 38-3419345 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $5,316,263 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ryan R. Robison & Company, Inc.
EIN
38-3419345
Plan number
001
Plan type
2
Location
Troy, MI
Latest filing year
2023
Participants
183
End-of-year plan assets
$5,316,263

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241009101824NAL0009100531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,316,263
Total liabilities (EOY)
$0
Net assets (EOY)
$5,316,263
Net assets (BOY)
$4,399,338

Income & contributions

Employer contributions
$212,800
Participant contributions
$230,760
Total contributions
$443,560
Total income / additions
$1,217,093

Expenses & distributions

Benefits paid
$269,331
Administrative expenses
$27,723
Total expenses
$300,168
Net increase / (decrease)
$916,925

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Robert W Baird Co IncorporatedNONE$23,848not reported in the loaded dataset2023

Related Form 5500 pages