How big is Gary Robinson and Associates, LLC's plan?

Gary Robinson and Associates, LLC's plan reported $772K in assets and 21 participants for 2023.

Original filing (PDF)20241010141130NAL0036019840001

Gary Robinson and Associates, LLC

Name: Gary Robinson and Associates, LLC — Gary Robinson, Form 5500 (2023)
Creator: Gary Robinson and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary Robinson and Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Gary Robinson and Associates, LLC's Gary Robinson and Associates, LLC 401(k) Profit Sharing Plan held $772K in plan assets for 21 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$772K

Net assets (EOY)

$772K

People on this filing

Leslie McClure signed Gary Robinson and Associates, LLC's 2023 Form 5500 as plan administrator.

Leslie McClure — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gary Robinson and Associates, LLC's EIN is 20-1533167.

EIN 20-1533167

Plan number 001

Plan year 2023

ACK ID 20241010141130NAL0036019840001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gary Robinson and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Gary Robinson and Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARY ROBINSON AND ASSOCIATES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

GARY ROBINSON AND ASSOCIATES, LLC

EIN

all filings

Address

190 CURRIE HALL PKWY STE A · KENT, OH · 442404312

Phone

(330) 673-5812

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator