Logo

ROBINSON INC. ESOP PLAN & TRUST 401k Plan overview

Plan NameROBINSON INC. ESOP PLAN & TRUST
Plan identification number 002

ROBINSON INC. ESOP PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

ROBINSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBINSON, INC.
Employer identification number (EIN):391212475
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBINSON INC. ESOP PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01

Plan Statistics for ROBINSON INC. ESOP PLAN & TRUST

401k plan membership statisitcs for ROBINSON INC. ESOP PLAN & TRUST

Measure Date Value
2022: ROBINSON INC. ESOP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-01558
Total number of active participants reported on line 7a of the Form 55002022-07-01445
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-013
Total of all active and inactive participants2022-07-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01448
Number of participants with account balances2022-07-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010

Financial Data on ROBINSON INC. ESOP PLAN & TRUST

Measure Date Value
2023 : ROBINSON INC. ESOP PLAN & TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$-55,415,200
Total unrealized appreciation/depreciation of assets2023-06-30$-55,415,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$65,941,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Expenses. Interest paid2023-06-30$441,549
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-06-30$441,549
Total income from all sources (including contributions)2023-06-30$-47,915,200
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$441,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$7,500,000
Value of total assets at end of year2023-06-30$17,585,167
Value of total assets at beginning of year2023-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$0
Total interest from all sources2023-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$2,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$441,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$0
Administrative expenses (other) incurred2023-06-30$0
Total non interest bearing cash at end of year2023-06-30$367
Total non interest bearing cash at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-48,356,749
Value of net assets at end of year (total assets less liabilities)2023-06-30$-48,356,749
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Assets. Invements in employer securities at end of year2023-06-30$17,584,800
Assets. Invements in employer securities at beginning of year2023-06-30$0
Contributions received in cash from employer2023-06-30$7,500,000
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Liabilities. Value of acquisition indebtedness at end of year2023-06-30$65,500,000
Liabilities. Value of acquisition indebtedness at beginning of year2023-06-30$0
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-06-30410746749

Form 5500 Responses for ROBINSON INC. ESOP PLAN & TRUST

2022: ROBINSON INC. ESOP PLAN & TRUST 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01First time form 5500 has been submittedYes
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1