ROBERTS & ROBOLD, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERTS & ROBOLD, P.A. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERTS & ROBOLD, P.A. 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-06-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-24 | 0 |
| Net assets as of the end of the plan year | 2025-06-24 | 257925 |
| Total assets as of the beginning of the plan year | 2025-06-24 | 188092 |
| Value of plan covered by a fidelity bond | 2025-06-24 | 25000 |
| Participant contributions to plan in this plan year | 2025-06-24 | 2220 |
| Other income to plan in this plan year | 2025-06-24 | 22706 |
| Plan net income in this plan year | 2025-06-24 | 69833 |
| Net assets as of the end of the plan year | 2025-06-24 | 257925 |
| Net assets as of the beginning of the plan year | 2025-06-24 | 188092 |
| Value of employer contributions paid | 2025-06-24 | 0 |
| Employer contributions to plan in this plan year | 2025-06-24 | 44907 |
| 2024 : ROBERTS & ROBOLD, P.A. 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-19 | 0 |
| Net assets as of the end of the plan year | 2024-06-19 | 188092 |
| Total assets as of the beginning of the plan year | 2024-06-19 | 120530 |
| Value of plan covered by a fidelity bond | 2024-06-19 | 25000 |
| Participant contributions to plan in this plan year | 2024-06-19 | 1990 |
| Other income to plan in this plan year | 2024-06-19 | 22921 |
| Plan net income in this plan year | 2024-06-19 | 67562 |
| Net assets as of the end of the plan year | 2024-06-19 | 188092 |
| Net assets as of the beginning of the plan year | 2024-06-19 | 120530 |
| Value of employer contributions paid | 2024-06-19 | 0 |
| Employer contributions to plan in this plan year | 2024-06-19 | 42651 |
| 2022 : ROBERTS & ROBOLD, P.A. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-23 | 3970 |
| Net assets as of the end of the plan year | 2022-06-23 | 109472 |
| Total assets as of the beginning of the plan year | 2022-06-23 | 92003 |
| Value of plan covered by a fidelity bond | 2022-06-23 | 25000 |
| Participant contributions to plan in this plan year | 2022-06-23 | 1560 |
| Other expenses paid from plan in this plan year | 2022-06-23 | 0 |
| Other income to plan in this plan year | 2022-06-23 | 10834 |
| Plan net income in this plan year | 2022-06-23 | 17469 |
| Net assets as of the end of the plan year | 2022-06-23 | 109472 |
| Net assets as of the beginning of the plan year | 2022-06-23 | 92003 |
| Value of employer contributions paid | 2022-06-23 | 0 |
| Employer contributions to plan in this plan year | 2022-06-23 | 9045 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-23 | 0 |
| 2015 : ROBERTS & ROBOLD, P.A. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-670 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,373 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,373 |
| Total plan assets at end of year | 2015-12-31 | $34,512 |
| Total plan assets at beginning of year | 2015-12-31 | $36,555 |
| Value of fidelity bond covering the plan | 2015-12-31 | $7,759 |
| Other income received | 2015-12-31 | $-670 |
| Net income (gross income less expenses) | 2015-12-31 | $-2,043 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $34,512 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $36,555 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ROBERTS & ROBOLD, P.A. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $26,448 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $36,554 |
| Total plan assets at beginning of year | 2014-12-31 | $10,106 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| 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 | $-148 |
| Net income (gross income less expenses) | 2014-12-31 | $26,448 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $36,554 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,106 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $26,596 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
