ROBERT ALAN AGENCY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2018: ROBERT ALAN AGENCY 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 15 |
| Number of participants with account balances | 2018-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2008: ROBERT ALAN AGENCY 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
| Total of all active and inactive participants | 2008-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 10 |
| Number of participants with account balances | 2008-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| 2007: ROBERT ALAN AGENCY 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 14 |
| Number of participants with account balances | 2007-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Number of employers contributing to the scheme | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2018 : ROBERT ALAN AGENCY 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $35,344 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $19,588 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $19,355 |
| Total plan assets at end of year | 2018-12-31 | $198,692 |
| Total plan assets at beginning of year | 2018-12-31 | $182,936 |
| Value of fidelity bond covering the plan | 2018-12-31 | $0 |
| Total contributions received or receivable from participants | 2018-12-31 | $31,958 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-560 |
| Net income (gross income less expenses) | 2018-12-31 | $15,756 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $198,692 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $182,936 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $3,946 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $233 |
| 2008 : ROBERT ALAN AGENCY 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $7,685 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $1,692 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $1,462 |
| Total plan assets at end of year | 2008-12-31 | $101,680 |
| Total plan assets at beginning of year | 2008-12-31 | $95,687 |
| Total contributions received or receivable from participants | 2008-12-31 | $20,726 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $230 |
| Other income received | 2008-12-31 | $-21,207 |
| Net income (gross income less expenses) | 2008-12-31 | $5,993 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $101,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $95,687 |
| Assets. Value of participant loans | 2008-12-31 | $16,058 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $8,166 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
| 2007 : ROBERT ALAN AGENCY 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $39,787 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $165 |
| Total plan assets at end of year | 2007-12-31 | $95,687 |
| Total plan assets at beginning of year | 2007-12-31 | $56,065 |
| Total contributions received or receivable from participants | 2007-12-31 | $19,011 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $165 |
| Other income received | 2007-12-31 | $4,035 |
| Net income (gross income less expenses) | 2007-12-31 | $39,622 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $95,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $56,065 |
| Assets. Value of participant loans | 2007-12-31 | $1,482 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $16,741 |
| 2018: ROBERT ALAN AGENCY 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: ROBERT ALAN AGENCY 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: ROBERT ALAN AGENCY 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
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