Robinson School , Inc. Retirement Plan — Form 5500 plan (Robinson School, 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 School , Inc. Retirement Plan is a benefit plan reported by Robinson School, Inc. under EIN 66-0367053 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $5,800,707 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robinson School, Inc.
- EIN
- 66-0367053
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $5,800,707
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240826091523NAL0009379953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,800,707
- Total liabilities (EOY)
- $1,005
- Net assets (EOY)
- $5,799,702
- Net assets (BOY)
- $4,652,491
Income & contributions
- Employer contributions
- $136,212
- Participant contributions
- $155,765
- Total contributions
- $379,974
- Total income / additions
- $1,288,937
Expenses & distributions
- Benefits paid
- $131,674
- Administrative expenses
- $10,052
- Total expenses
- $141,726
- Net increase / (decrease)
- $1,147,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cosultiva International, Inc | INVESTMENT ADVISOR | $20,130 | $0 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $5,032 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,127 | $0 | 2023 |
| Empower Annuity Ins Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robinson School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Cosultiva International, Inc — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Empower Annuity Ins Company — Schedule C compensation