The Robins Financial Credit Union 401(K) Savings And Investment Plan And — Form 5500 plan (Robins Financial Credit Union)
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, The Robins Financial Credit Union 401(K) Savings And Investment Plan And is a benefit plan reported by Robins Financial Credit Union under EIN 58-0641605 and plan number 001. The latest loaded filing year is 2023. The filing reports 667 participants and $53,398,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robins Financial Credit Union
- EIN
- 58-0641605
- Plan number
- 001
- Plan type
- 2
- Location
- Warner Robins, GA
- Latest filing year
- 2023
- Participants
- 667
- End-of-year plan assets
- $53,398,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 667 | H, C | 20240827130242NAL0005111971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,398,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,398,620
- Net assets (BOY)
- $43,761,917
Income & contributions
- Employer contributions
- $2,103,600
- Participant contributions
- $2,554,499
- Total contributions
- $7,169,090
- Total income / additions
- $13,585,947
Expenses & distributions
- Benefits paid
- $3,917,044
- Administrative expenses
- $16,535
- Total expenses
- $3,949,244
- Net increase / (decrease)
- $9,636,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $61,232 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,535 | $0 | 2023 |