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THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 401k Plan overview

Plan NameTHE JAMES ROBINSON, INC. PROFIT SHARING TRUST
Plan identification number 001

THE JAMES ROBINSON, INC. PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:JAMES ROBINSON, INC.
Employer identification number (EIN):131226680
NAIC Classification:453990

Additional information about JAMES ROBINSON, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1933-03-27
Company Identification Number: 44524
Legal Registered Office Address: 480 PARK AVENUE
New York
NEW YORK
United States of America (USA)
10022

More information about JAMES ROBINSON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JAMES ROBINSON, INC. PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOAN BOENING2024-08-13
0012022-01-01JOAN BOENING2023-07-19
0012020-01-01JOAN BOENING2021-10-04
0012019-01-01JOAN BOENING2020-10-06
0012018-01-01JOAN BOENING2019-10-10
0012017-01-01JOAN BOENING
0012016-01-01JOAN BOENING
0012015-01-01JOAN BOENING
0012014-01-01JOAN BOENING
0012013-01-01JOAN BOENING
0012012-01-01JOAN BOENING
0012011-01-01JOAN BOENING
0012010-01-01JOAN BOENING
0012009-01-01JOAN BOENING

Financial Data on THE JAMES ROBINSON, INC. PROFIT SHARING TRUST

Measure Date Value
2025 : THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-090
Total liabilities as of the end of the plan year2025-09-090
Total liabilities as of the beginning of the plan year2025-09-090
Total expenses incurred by plan in this plan year2025-09-09289994
Net assets as of the end of the plan year2025-09-091947510
Total assets as of the beginning of the plan year2025-09-091943572
Value of plan covered by a fidelity bond2025-09-09400000
Participant contributions to plan in this plan year2025-09-090
Other expenses paid from plan in this plan year2025-09-090
Other contributions to plan in this plan year2025-09-090
Other income to plan in this plan year2025-09-09293932
Plan net income in this plan year2025-09-093938
Net assets as of the end of the plan year2025-09-091947510
Net assets as of the beginning of the plan year2025-09-091943572
Employer contributions to plan in this plan year2025-09-090
Fees paid to broker by Benefit Provider2025-09-099758
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-09300
2024 : THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-130
Total liabilities as of the end of the plan year2024-08-130
Total liabilities as of the beginning of the plan year2024-08-130
Total expenses incurred by plan in this plan year2024-08-1363823
Net assets as of the end of the plan year2024-08-131943572
Total assets as of the beginning of the plan year2024-08-131679077
Value of plan covered by a fidelity bond2024-08-13400000
Participant contributions to plan in this plan year2024-08-130
Value of participant loans at end of plan year2024-08-130
Other expenses paid from plan in this plan year2024-08-130
Other contributions to plan in this plan year2024-08-130
Other income to plan in this plan year2024-08-13328318
Plan net income in this plan year2024-08-13264495
Net assets as of the end of the plan year2024-08-131943572
Net assets as of the beginning of the plan year2024-08-131679077
Employer contributions to plan in this plan year2024-08-130
Fees paid to broker by Benefit Provider2024-08-138946
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-13150
2017 : THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$274,944
Expenses. Total of all expenses incurred2017-12-31$941
Benefits paid (including direct rollovers)2017-12-31$741
Total plan assets at end of year2017-12-31$1,917,997
Total plan assets at beginning of year2017-12-31$1,643,994
Value of fidelity bond covering the plan2017-12-31$115,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$247,944
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$274,003
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,917,997
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,643,994
Assets. Value of participant loans2017-12-31$3,827
Total contributions received or receivable from employer(s)2017-12-31$27,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$94,253
Expenses. Total of all expenses incurred2016-12-31$10,275
Benefits paid (including direct rollovers)2016-12-31$10,125
Total plan assets at end of year2016-12-31$1,643,994
Total plan assets at beginning of year2016-12-31$1,560,016
Value of fidelity bond covering the plan2016-12-31$115,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$67,253
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$83,978
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,643,994
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,560,016
Assets. Value of participant loans2016-12-31$9,706
Total contributions received or receivable from employer(s)2016-12-31$27,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$28,137
Expenses. Total of all expenses incurred2015-12-31$36,711
Benefits paid (including direct rollovers)2015-12-31$36,461
Total plan assets at end of year2015-12-31$1,560,016
Total plan assets at beginning of year2015-12-31$1,568,590
Value of fidelity bond covering the plan2015-12-31$115,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$1,137
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-8,574
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,560,016
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,568,590
Assets. Value of participant loans2015-12-31$16,118
Total contributions received or receivable from employer(s)2015-12-31$27,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$64,408
Expenses. Total of all expenses incurred2014-12-31$3,285
Benefits paid (including direct rollovers)2014-12-31$3,185
Total plan assets at end of year2014-12-31$1,568,590
Total plan assets at beginning of year2014-12-31$1,507,467
Value of fidelity bond covering the plan2014-12-31$115,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$64,408
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$61,123
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,568,590
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,507,467
Assets. Value of participant loans2014-12-31$9,963
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$183,781
Expenses. Total of all expenses incurred2013-12-31$50
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,507,467
Total plan assets at beginning of year2013-12-31$1,323,736
Value of fidelity bond covering the plan2013-12-31$115,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$183,781
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$183,731
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,507,467
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,323,736
Assets. Value of participant loans2013-12-31$13,770
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$117,436
Expenses. Total of all expenses incurred2012-12-31$29,836
Benefits paid (including direct rollovers)2012-12-31$29,686
Total plan assets at end of year2012-12-31$1,323,736
Total plan assets at beginning of year2012-12-31$1,236,136
Value of fidelity bond covering the plan2012-12-31$115,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$117,436
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$87,600
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,323,736
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,236,136
Assets. Value of participant loans2012-12-31$16,889
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-10,735
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,236,136
Total plan assets at beginning of year2011-12-31$1,246,871
Value of fidelity bond covering the plan2011-12-31$115,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-10,735
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-10,735
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,236,136
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,246,871
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$113,298
Expenses. Total of all expenses incurred2010-12-31$17,052
Benefits paid (including direct rollovers)2010-12-31$17,052
Total plan assets at end of year2010-12-31$1,246,871
Total plan assets at beginning of year2010-12-31$1,150,625
Value of fidelity bond covering the plan2010-12-31$115,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$113,298
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$96,246
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,246,871
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,150,625
Assets. Value of participant loans2010-12-31$2,597
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for THE JAMES ROBINSON, INC. PROFIT SHARING TRUST

2017: THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE JAMES ROBINSON, INC. PROFIT SHARING TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHP280
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHP280
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHP280
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHP280
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHP280
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHP280
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHP280
Policy instance 1

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