ROBERTSON & COMPANY, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERTSON & COMPANY 401(K) PS PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERTSON & COMPANY 401(K) PS PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-03 | 2580 |
| Net assets as of the end of the plan year | 2025-07-03 | 239844 |
| Total assets as of the beginning of the plan year | 2025-07-03 | 211515 |
| Value of plan covered by a fidelity bond | 2025-07-03 | 30000 |
| Participant contributions to plan in this plan year | 2025-07-03 | 8785 |
| Other income to plan in this plan year | 2025-07-03 | 18079 |
| Plan net income in this plan year | 2025-07-03 | 28329 |
| Net assets as of the end of the plan year | 2025-07-03 | 239844 |
| Net assets as of the beginning of the plan year | 2025-07-03 | 211515 |
| Employer contributions to plan in this plan year | 2025-07-03 | 4045 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-03 | 2580 |
| 2024 : ROBERTSON & COMPANY 401(K) PS PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-04-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-18 | 2580 |
| Net assets as of the end of the plan year | 2024-04-18 | 211515 |
| Total assets as of the beginning of the plan year | 2024-04-18 | 179513 |
| Value of plan covered by a fidelity bond | 2024-04-18 | 30000 |
| Participant contributions to plan in this plan year | 2024-04-18 | 7224 |
| Other income to plan in this plan year | 2024-04-18 | 24479 |
| Plan net income in this plan year | 2024-04-18 | 32002 |
| Net assets as of the end of the plan year | 2024-04-18 | 211515 |
| Net assets as of the beginning of the plan year | 2024-04-18 | 179513 |
| Employer contributions to plan in this plan year | 2024-04-18 | 2879 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-18 | 2580 |
| 2022 : ROBERTSON & COMPANY 401(K) PS PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-23 | 2875 |
| Net assets as of the end of the plan year | 2022-06-23 | 605311 |
| Total assets as of the beginning of the plan year | 2022-06-23 | 547598 |
| Value of plan covered by a fidelity bond | 2022-06-23 | 30000 |
| Participant contributions to plan in this plan year | 2022-06-23 | 1653 |
| Value of participant loans at end of plan year | 2022-06-23 | 6413 |
| Other income to plan in this plan year | 2022-06-23 | 57282 |
| Plan net income in this plan year | 2022-06-23 | 57713 |
| Net assets as of the end of the plan year | 2022-06-23 | 605311 |
| Net assets as of the beginning of the plan year | 2022-06-23 | 547598 |
| Employer contributions to plan in this plan year | 2022-06-23 | 1653 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-23 | 2875 |
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