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JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA 401k Plan overview

Plan NameJOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA
Plan identification number 001

JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA 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.
  • 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.
  • 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

JOHN ROBERTS ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN ROBERTS ENTERPRISES, INC.
Employer identification number (EIN):251824653
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about JOHN ROBERTS ENTERPRISES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1995-02-09
Company Identification Number: 0134492800
Legal Registered Office Address: 15511 HWY 71 WEST STE 110-185

AUSTIN
United States of America (USA)
78738

More information about JOHN ROBERTS ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01JOHN A. ROBERTS2017-04-21 JOHN A ROBERTS2017-04-21
0012015-01-01JOHN A. ROBERTS2016-09-23 JOHN A ROBERTS2016-09-23
0012014-01-01JOHN A. ROBERTS2015-07-23 JOHN A ROBERTS2015-07-23
0012013-01-01JOHN A. ROBERTS2014-09-29
0012012-01-01JOHN A. ROBERTS2013-10-14 JOHN A. ROBERTS2013-10-14
0012011-01-01JOHN A. ROBERTS2012-10-12
0012010-01-01JOHN A. ROBERTS2011-10-07

Plan Statistics for JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA

401k plan membership statisitcs for JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA

Measure Date Value
2025: JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA 2025 401k membership
Total number of particpants at beginning of year2025-06-2712
Total number of particpants at end of year2025-06-2710
Number of Participants With Account Balances2025-06-2710
2024: JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA 2024 401k membership
Total number of particpants at beginning of year2024-06-1113
Total number of particpants at end of year2024-06-1112
Number of Participants With Account Balances2024-06-1112
2022: JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA 2022 401k membership
Total number of particpants at beginning of year2022-04-0714
Total number of particpants at end of year2022-04-0714
Number of Participants With Account Balances2022-04-0712

Financial Data on JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA

Measure Date Value
2025 : JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-270
Total liabilities as of the end of the plan year2025-06-270
Total liabilities as of the beginning of the plan year2025-06-270
Total expenses incurred by plan in this plan year2025-06-2716648
Net assets as of the end of the plan year2025-06-276133305
Total assets as of the beginning of the plan year2025-06-275300989
Value of plan covered by a fidelity bond2025-06-27500000
Participant contributions to plan in this plan year2025-06-2773962
Other expenses paid from plan in this plan year2025-06-270
Other contributions to plan in this plan year2025-06-270
Other income to plan in this plan year2025-06-27749726
Plan net income in this plan year2025-06-27832316
Net assets as of the end of the plan year2025-06-276133305
Net assets as of the beginning of the plan year2025-06-275300989
Employer contributions to plan in this plan year2025-06-2725276
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-272071
2024 : JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-110
Total liabilities as of the end of the plan year2024-06-110
Total liabilities as of the beginning of the plan year2024-06-110
Total expenses incurred by plan in this plan year2024-06-11259105
Net assets as of the end of the plan year2024-06-115300989
Total assets as of the beginning of the plan year2024-06-114641266
Value of plan covered by a fidelity bond2024-06-11500000
Participant contributions to plan in this plan year2024-06-1172926
Value of participant loans at end of plan year2024-06-113236
Other expenses paid from plan in this plan year2024-06-110
Other contributions to plan in this plan year2024-06-110
Other income to plan in this plan year2024-06-11822130
Plan net income in this plan year2024-06-11659723
Net assets as of the end of the plan year2024-06-115300989
Net assets as of the beginning of the plan year2024-06-114641266
Employer contributions to plan in this plan year2024-06-1123772
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-111897
2022 : JOHN ROBERTS ENTERPRISES, INC. PROFIT SHARING PLA 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-070
Total liabilities as of the end of the plan year2022-04-070
Total liabilities as of the beginning of the plan year2022-04-070
Total expenses incurred by plan in this plan year2022-04-0714571
Net assets as of the end of the plan year2022-04-075449934
Total assets as of the beginning of the plan year2022-04-074640891
Value of plan covered by a fidelity bond2022-04-07500000
Participant contributions to plan in this plan year2022-04-0769785
Value of participant loans at end of plan year2022-04-0725341
Other expenses paid from plan in this plan year2022-04-070
Other contributions to plan in this plan year2022-04-070
Other income to plan in this plan year2022-04-07689885
Plan net income in this plan year2022-04-07809043
Net assets as of the end of the plan year2022-04-075449934
Net assets as of the beginning of the plan year2022-04-074640891
Employer contributions to plan in this plan year2022-04-0763944

Potentially related plans

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