Robson Communities, Inc. Homeowners Associations 401(K) Retirement Plan — 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. Homeowners Associations 401(K) Retirement Plan is a benefit plan reported by Robson Communities, Inc. under EIN 86-0665522 and plan number 002. The latest loaded filing year is 2023. The filing reports 698 participants and $6,454,432 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.5MPlan net assets, end of year$6,454,432
Participants698Covered participants reported
Assets / participant$9.2KComputed: assets ÷ participants$9,247 (computed)
Provider compensation$25.3K1 Schedule C provider row(s)$25,290
- Plan sponsor
- Robson Communities, Inc.
- EIN
- 86-0665522
- Plan number
- 002
- Plan type
- 3
- Location
- Sun Lakes, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 698 | H, C | 20241015194836NAL0017138243005 |
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)$6.5M total assets
Net assets$6.5MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $6,454,432
- Net assets (EOY)
- $6,454,432
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $191,549
- Participant contributions
- $853,259
- Total contributions
- $1,086,063
- Total income / additions
- $1,983,032
Expenses & distributions
- Benefits paid
- $579,692
- Administrative expenses
- $25,315
- Total expenses
- $605,007
- Net increase / (decrease)
- $1,378,025
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.
18%82%
Employer 18%Participant 82%
Total expenses ÷ net assets9%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 | $25,290 | not reported in the loaded dataset | 2023 |