Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust — Form 5500 plan (Robson Communities, 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, Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust is a benefit plan reported by Robson Communities, Inc. under EIN 86-0665522 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,459 participants and $47,863,316 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$47.9MPlan net assets, end of year$47,863,316
Participants1.5KCovered participants reported1,459
Assets / participant$32.8KComputed: assets ÷ participants$32,806 (computed)
Provider compensation$58.3K1 Schedule C provider row(s)$58,258
- Plan sponsor
- Robson Communities, Inc.
- EIN
- 86-0665522
- Plan number
- 001
- Plan type
- 3
- Location
- Sun Lakes, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,459 | H, C | 20241015194836NAL0017138243001 |
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)$47.9M total assets
Net assets$47.9MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $47,863,316
- Net assets (EOY)
- $47,863,316
- Net assets (BOY)
- $45,290,833
Income & contributions
- Employer contributions
- $801,195
- Participant contributions
- $3,504,469
- Total contributions
- $4,611,781
- Total income / additions
- $10,852,823
Expenses & distributions
- Benefits paid
- $3,145,725
- Administrative expenses
- $58,208
- Total expenses
- $3,203,933
- Net increase / (decrease)
- $7,648,890
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.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $58,258 | not reported in the loaded dataset | 2023 |