401k Plan data: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN plan

ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERTS & EDDY, P.C. PROFIT SHARING PLAN
Plan identification number	001

ROBERTS & EDDY, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

ROBERTS, EDDY & LANGE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ROBERTS, EDDY & LANGE, P.C.

Employer identification number (EIN): 203398169

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS & EDDY, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRIAN EDDY 2024-08-01
001 2022-01-01 BRIAN EDDY 2023-07-26
001 2021-01-01 BRIAN EDDY 2022-07-29
001 2020-01-01 SAMANTHA STELTER 2021-07-28 BRIAN C. EDDY 2021-07-28
001 2019-01-01 SAMANTHA STELTER 2020-07-03 BRIAN C. EDDY 2020-07-03
001 2018-01-01 BRIAN C. EDDY 2019-08-01
001 2017-01-01 BRIAN C. EDDY 2018-08-01
001 2016-01-01 SAMANTHA STELTER 2017-07-20
001 2015-01-01 BRIAN C. EDDY
001 2014-01-01 BRIAN C. EDDY BRIAN C. EDDY 2015-07-28
001 2013-01-01 BRIAN C. EDDY
001 2012-01-01 SAMANTHA STELTER
001 2011-01-01 BRIAN C. EDDY BRIAN C. EDDY 2012-10-13
001 2009-01-01 BRIAN C. EDDY BRIAN C. EDDY 2010-08-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BRIAN EDDY	2024-08-01
001	2022-01-01	BRIAN EDDY	2023-07-26
001	2021-01-01	BRIAN EDDY	2022-07-29
001	2020-01-01	SAMANTHA STELTER	2021-07-28	BRIAN C. EDDY	2021-07-28
001	2019-01-01	SAMANTHA STELTER	2020-07-03	BRIAN C. EDDY	2020-07-03
001	2018-01-01	BRIAN C. EDDY	2019-08-01
001	2017-01-01	BRIAN C. EDDY	2018-08-01
001	2016-01-01	SAMANTHA STELTER	2017-07-20
001	2015-01-01	BRIAN C. EDDY
001	2014-01-01	BRIAN C. EDDY		BRIAN C. EDDY	2015-07-28
001	2013-01-01	BRIAN C. EDDY
001	2012-01-01	SAMANTHA STELTER
001	2011-01-01	BRIAN C. EDDY		BRIAN C. EDDY	2012-10-13
001	2009-01-01	BRIAN C. EDDY		BRIAN C. EDDY	2010-08-13

Plan Statistics for ROBERTS & EDDY, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERTS & EDDY, P.C. PROFIT SHARING PLAN

Measure Date Value
2025: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-25 20
Total number of particpants at end of year 2025-07-25 19
Number of Participants With Account Balances 2025-07-25 19
2024: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-08-01 19
Total number of particpants at end of year 2024-08-01 20
Number of Participants With Account Balances 2024-08-01 20
2022: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-07-29 17
Total number of particpants at end of year 2022-07-29 17
Number of Participants With Account Balances 2022-07-29 16
2015: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-25	20
Total number of particpants at end of year	2025-07-25	19
Number of Participants With Account Balances	2025-07-25	19
2024: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-08-01	19
Total number of particpants at end of year	2024-08-01	20
Number of Participants With Account Balances	2024-08-01	20
2022: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-29	17
Total number of particpants at end of year	2022-07-29	17
Number of Participants With Account Balances	2022-07-29	16
2015: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERTS & EDDY, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2025 : ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-07-25	0
Total expenses incurred by plan in this plan year	2025-07-25	73454
Net assets as of the end of the plan year	2025-07-25	577552
Total assets as of the beginning of the plan year	2025-07-25	435906
Value of plan covered by a fidelity bond	2025-07-25	50000
Participant contributions to plan in this plan year	2025-07-25	113910
Other income to plan in this plan year	2025-07-25	53599
Plan net income in this plan year	2025-07-25	141646
Net assets as of the end of the plan year	2025-07-25	577552
Net assets as of the beginning of the plan year	2025-07-25	435906
Value of employer contributions paid	2025-07-25	0
Employer contributions to plan in this plan year	2025-07-25	47591
2024 : ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-08-01	0
Total expenses incurred by plan in this plan year	2024-08-01	32593
Net assets as of the end of the plan year	2024-08-01	435906
Total assets as of the beginning of the plan year	2024-08-01	279279
Value of plan covered by a fidelity bond	2024-08-01	50000
Participant contributions to plan in this plan year	2024-08-01	91025
Other income to plan in this plan year	2024-08-01	53288
Plan net income in this plan year	2024-08-01	156627
Net assets as of the end of the plan year	2024-08-01	435906
Net assets as of the beginning of the plan year	2024-08-01	279279
Value of employer contributions paid	2024-08-01	0
Employer contributions to plan in this plan year	2024-08-01	44907
2022 : ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-29	3416
Net assets as of the end of the plan year	2022-07-29	321011
Total assets as of the beginning of the plan year	2022-07-29	211430
Value of plan covered by a fidelity bond	2022-07-29	50000
Participant contributions to plan in this plan year	2022-07-29	58102
Other expenses paid from plan in this plan year	2022-07-29	0
Other income to plan in this plan year	2022-07-29	24192
Plan net income in this plan year	2022-07-29	109581
Net assets as of the end of the plan year	2022-07-29	321011
Net assets as of the beginning of the plan year	2022-07-29	211430
Value of employer contributions paid	2022-07-29	0
Employer contributions to plan in this plan year	2022-07-29	30703
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-29	0
2015 : ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$32,117
Expenses. Total of all expenses incurred	2015-12-31	$23,038
Benefits paid (including direct rollovers)	2015-12-31	$23,038
Total plan assets at end of year	2015-12-31	$139,131
Total plan assets at beginning of year	2015-12-31	$130,052
Value of fidelity bond covering the plan	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$28,398
Other income received	2015-12-31	$-3,215
Net income (gross income less expenses)	2015-12-31	$9,079
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$139,131
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$130,052
Total contributions received or receivable from employer(s)	2015-12-31	$6,934
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$41,731
Expenses. Total of all expenses incurred	2014-12-31	$1,242
Benefits paid (including direct rollovers)	2014-12-31	$1,242
Total plan assets at end of year	2014-12-31	$130,052
Total plan assets at beginning of year	2014-12-31	$89,563
Total contributions received or receivable from participants	2014-12-31	$26,987
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$4,635
Net income (gross income less expenses)	2014-12-31	$40,489
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$130,052
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$89,563
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$10,109
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$36,870
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$89,563
Total plan assets at beginning of year	2013-12-31	$52,693
Total contributions received or receivable from participants	2013-12-31	$21,717
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$6,605
Net income (gross income less expenses)	2013-12-31	$36,870
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$89,563
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$52,693
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$8,548
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$29,569
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$52,693
Total plan assets at beginning of year	2012-12-31	$23,124
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$18,304
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$2,979
Net income (gross income less expenses)	2012-12-31	$29,569
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$52,693
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$23,124
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$8,286
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,463
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$23,124
Total plan assets at beginning of year	2011-12-31	$21,661
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$1,279
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$184
Net income (gross income less expenses)	2011-12-31	$1,463
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$23,124
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$21,661
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$11,386
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$21,661
Total plan assets at beginning of year	2010-12-31	$10,275
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$2,894
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$6,269
Other income received	2010-12-31	$2,223
Net income (gross income less expenses)	2010-12-31	$11,386
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$21,661
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,275
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for ROBERTS & EDDY, P.C. PROFIT SHARING PLAN

2015: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 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: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 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: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 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: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 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: ROBERTS & EDDY, P.C. PROFIT SHARING PLAN 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

Potentially related plans

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Company Name:	ROBERTS, EDDY & LANGE, P.C.
Employer identification number (EIN):	203398169
NAIC Classification:	541110
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