Original filing (PDF)20250812133224NAL0023033458001

GEO. M. ROBINSON & CO.

Name: GEO. M. ROBINSON & CO. — GEO. M. ROBINSON & CO. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GEO. M. ROBINSON & CO.

Form 5500-SF

FILING_RECEIVED

GEO. M. ROBINSON & CO. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEO. M. ROBINSON & CO..

Plan sponsor

Name

GEO. M. ROBINSON & CO.

EIN

94-1643953

Address

1461 ATTEBERRY LANE · SAN JOSE, CA · 95131

Phone

(408) 432-6264

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-08-12

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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