E.S. Robbins Corporation 401(K) Profit Sharing Plan — Form 5500 plan (E.S. Robbins Corporation)

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, E.S. Robbins Corporation 401(K) Profit Sharing Plan is a benefit plan reported by E.S. Robbins Corporation under EIN 63-0574791 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $5,943,994 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.9MPlan net assets, end of year$5,943,994
Participants140Covered participants reported
Assets / participant$42.5KComputed: assets ÷ participants$42,457 (computed)
Provider compensation$21.7K2 Schedule C provider row(s)$21,688
Plan sponsor
E.S. Robbins Corporation
EIN
63-0574791
Plan number
001
Plan type
2
Location
Muscle Shoals, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20241001113245NAL0003222371001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$254.9K
Benefits paid / distributions$245.9K
Contributions
Employer$78K
Participant$478.6K
Full reported line items

Net assets

Total assets (EOY)
$5,943,994
Total liabilities (EOY)
$0
Net assets (EOY)
$5,943,994
Net assets (BOY)
$4,941,231

Income & contributions

Employer contributions
$77,996
Participant contributions
$478,611
Total contributions
$556,607
Total income / additions
$1,257,672

Expenses & distributions

Benefits paid
$245,930
Administrative expenses
$8,979
Total expenses
$254,909
Net increase / (decrease)
$1,002,763
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 14%Participant 86%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$12,7092023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$8,979$02023

Related Form 5500 pages