401k Plan data: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. plan

EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 401k Plan overview

Plan Name	EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC.
Plan identification number	012

EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROSS & ROBERTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROSS & ROBERTS, INC.

Employer identification number (EIN): 060801787

NAIC Classification: 326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
012 2018-01-01 SAMUEL ROSENBERG 2019-10-10 SAMUEL ROSENBERG 2019-10-10
012 2017-01-01 SAMUEL ROSENBERG 2018-03-30 SAMUEL ROSENBERG 2018-03-30
012 2016-01-01 SAMUEL ROSENBERG 2017-05-02 SAMUEL ROSENBERG 2017-05-02
012 2015-01-01 SAMUEL ROSENBERG 2016-03-25 SAMUEL ROSENBERG 2016-03-25
012 2014-01-01 SAMUEL ROSENBERG
012 2013-01-01 SAMUEL ROSENBERG
012 2012-01-01 SAMUEL ROSENBERG
012 2011-01-01 SAMUEL ROSENBERG
012 2009-01-01 SAMUEL ROSENBERG

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
012	2018-01-01	SAMUEL ROSENBERG	2019-10-10	SAMUEL ROSENBERG	2019-10-10
012	2017-01-01	SAMUEL ROSENBERG	2018-03-30	SAMUEL ROSENBERG	2018-03-30
012	2016-01-01	SAMUEL ROSENBERG	2017-05-02	SAMUEL ROSENBERG	2017-05-02
012	2015-01-01	SAMUEL ROSENBERG	2016-03-25	SAMUEL ROSENBERG	2016-03-25
012	2014-01-01	SAMUEL ROSENBERG
012	2013-01-01	SAMUEL ROSENBERG
012	2012-01-01	SAMUEL ROSENBERG
012	2011-01-01	SAMUEL ROSENBERG
012	2009-01-01	SAMUEL ROSENBERG

Plan Statistics for EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC.

401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC.

Measure Date Value
2018: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2018 401k membership
Market value of plan assets 2018-12-31 3,648,318
Acturial value of plan assets 2018-12-31 3,648,318
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,556,006
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 252,003
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 84
Total funding target for all participants 2018-12-31 1,808,009
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 54,000
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2017 401k membership
Market value of plan assets 2017-12-31 3,838,433
Acturial value of plan assets 2017-12-31 3,838,433
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,536,284
Number of terminated vested participants 2017-12-31 10
Fundng target for terminated vested participants 2017-12-31 298,815
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 86
Total funding target for all participants 2017-12-31 1,835,099
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 55,000
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2016 401k membership
Market value of plan assets 2016-12-31 3,512,088
Acturial value of plan assets 2016-12-31 3,512,088
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,595,206
Number of terminated vested participants 2016-12-31 11
Fundng target for terminated vested participants 2016-12-31 321,829
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 0
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 91
Total funding target for all participants 2016-12-31 1,917,035
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 112,000
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 64
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 21
Total participants 2014-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 68
Total of all active and inactive participants 2013-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 23
Total participants 2013-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 74
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 23
Total participants 2012-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 80
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 23
Total participants 2011-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 86
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 25
Total participants 2009-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2018 401k membership
Market value of plan assets	2018-12-31	3,648,318
Acturial value of plan assets	2018-12-31	3,648,318
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,556,006
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	252,003
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	84
Total funding target for all participants	2018-12-31	1,808,009
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	54,000
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2017 401k membership
Market value of plan assets	2017-12-31	3,838,433
Acturial value of plan assets	2017-12-31	3,838,433
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,536,284
Number of terminated vested participants	2017-12-31	10
Fundng target for terminated vested participants	2017-12-31	298,815
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	86
Total funding target for all participants	2017-12-31	1,835,099
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	55,000
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2016 401k membership
Market value of plan assets	2016-12-31	3,512,088
Acturial value of plan assets	2016-12-31	3,512,088
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,595,206
Number of terminated vested participants	2016-12-31	11
Fundng target for terminated vested participants	2016-12-31	321,829
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	91
Total funding target for all participants	2016-12-31	1,917,035
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	112,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	64
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	21
Total participants	2014-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	68
Total of all active and inactive participants	2013-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	23
Total participants	2013-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	74
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	23
Total participants	2012-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	80
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	23
Total participants	2011-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	86
Number of other retired or separated participants entitled to future benefits	2009-01-01	26
Total of all active and inactive participants	2009-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	25
Total participants	2009-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC.

Measure	Date	Value
2014 : EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-53,205
Total unrealized appreciation/depreciation of assets	2014-12-31	$-53,205
Total income from all sources (including contributions)	2014-12-31	$116,905
Total loss/gain on sale of assets	2014-12-31	$-22,638
Total of all expenses incurred	2014-12-31	$490,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$317,406
Value of total assets at end of year	2014-12-31	$3,988,482
Value of total assets at beginning of year	2014-12-31	$4,362,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$173,322
Total interest from all sources	2014-12-31	$2,977
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$189,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$33,322
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$19,984
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$20,551
Administrative expenses (other) incurred	2014-12-31	$140,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-373,823
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,988,482
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,362,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Income. Interest from corporate debt instruments	2014-12-31	$2,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$300,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$615,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$615,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Income. Dividends from common stock	2014-12-31	$189,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$317,406
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$3,667,661
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$3,726,351
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$-22,638
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	JOHN G. SOTOS & ASSOCIATES, LLC
Accountancy firm EIN	2014-12-31	331151080
2013 : EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$169,197
Total unrealized appreciation/depreciation of assets	2013-12-31	$169,197
Total income from all sources (including contributions)	2013-12-31	$326,482
Total loss/gain on sale of assets	2013-12-31	$-33,432
Total of all expenses incurred	2013-12-31	$485,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$234,219
Value of total assets at end of year	2013-12-31	$4,362,305
Value of total assets at beginning of year	2013-12-31	$4,521,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$251,299
Total interest from all sources	2013-12-31	$6,318
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$184,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$11,299
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$20,551
Administrative expenses (other) incurred	2013-12-31	$240,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-159,036
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,362,305
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,521,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Income. Interest from corporate debt instruments	2013-12-31	$6,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$615,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,098,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,098,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Income. Dividends from common stock	2013-12-31	$184,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$234,219
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$3,726,351
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$3,423,050
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$-33,432
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	JOHN G. SOTOS & ASSOCIATES, LLC
Accountancy firm EIN	2013-12-31	331151080
2012 : EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-661,955
Total unrealized appreciation/depreciation of assets	2012-12-31	$-661,955
Total income from all sources (including contributions)	2012-12-31	$110,761
Total loss/gain on sale of assets	2012-12-31	$565,884
Total of all expenses incurred	2012-12-31	$561,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$295,329
Value of total assets at end of year	2012-12-31	$4,521,341
Value of total assets at beginning of year	2012-12-31	$4,972,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$266,091
Total interest from all sources	2012-12-31	$6,734
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$200,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$26,091
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$240,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-450,659
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,521,341
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,972,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Income. Interest from corporate debt instruments	2012-12-31	$6,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,098,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,137,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,137,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Income. Dividends from common stock	2012-12-31	$200,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$295,329
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$3,423,050
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$3,834,410
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$565,884
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	JOHN G. SOTOS & ASSOCIATES, LLC
Accountancy firm EIN	2012-12-31	331151080
2011 : EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$188,718
Total unrealized appreciation/depreciation of assets	2011-12-31	$188,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$415,357
Total loss/gain on sale of assets	2011-12-31	$32,500
Total of all expenses incurred	2011-12-31	$539,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$348,945
Value of total assets at end of year	2011-12-31	$4,972,000
Value of total assets at beginning of year	2011-12-31	$5,096,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$190,539
Total interest from all sources	2011-12-31	$10,683
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$183,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$10,539
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$180,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-124,127
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,972,000
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,096,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Income. Interest from corporate debt instruments	2011-12-31	$10,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,137,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$136,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$136,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Income. Dividends from common stock	2011-12-31	$183,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$348,945
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$805,045
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$3,834,410
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$4,154,420
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$32,500
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	JOHN G. SOTOS & ASSOCIATES, LLC
Accountancy firm EIN	2011-12-31	331151080
2010 : EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$480,463
Total unrealized appreciation/depreciation of assets	2010-12-31	$480,463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$25,187
Total income from all sources (including contributions)	2010-12-31	$1,015,058
Total loss/gain on sale of assets	2010-12-31	$335,165
Total of all expenses incurred	2010-12-31	$494,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$306,942
Value of total assets at end of year	2010-12-31	$5,096,117
Value of total assets at beginning of year	2010-12-31	$4,600,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$187,197
Total interest from all sources	2010-12-31	$27,115
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$172,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$14,697
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$6,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$25,187
Administrative expenses (other) incurred	2010-12-31	$160,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$520,919
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,096,117
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,575,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$12,500
Income. Interest from corporate debt instruments	2010-12-31	$27,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$136,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$91,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$91,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Income. Dividends from common stock	2010-12-31	$172,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$306,942
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$494,224
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$805,045
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$414,375
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$4,154,420
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$3,593,720
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$335,165
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JOHN G. SOTOS & ASSOCIATES, LLC
Accountancy firm EIN	2010-12-31	331151080
2009 : EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC.

2014: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEES' RETIREMENT PLAN OF ROSS & ROBERTS, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROSS & ROBERTS, INC.
Employer identification number (EIN):	060801787
NAIC Classification:	326100