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ROBERT J. ROY JR. 401(K) PLAN 401k Plan overview

Plan NameROBERT J. ROY JR. 401(K) PLAN
Plan identification number 001

ROBERT J. ROY JR. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ROBERT J. ROY JR. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. ROY JR.
Employer identification number (EIN):273194862
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. ROY JR. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT ROY2024-05-20
0012022-01-01ROBERT ROY2023-06-12
0012021-01-01ROBERT ROY2022-06-04
0012020-01-01ROBERT ROY2021-06-08
0012019-01-01ROBERT ROY2020-08-18
0012018-01-01APRIL VIGHT2019-06-19
0012017-01-01APRIL VIGHT2018-05-08

Financial Data on ROBERT J. ROY JR. 401(K) PLAN

Measure Date Value
2025 : ROBERT J. ROY JR. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-31991
Net assets as of the end of the plan year2025-03-312618353
Total assets as of the beginning of the plan year2025-03-311518477
Value of plan covered by a fidelity bond2025-03-31151848
Participant contributions to plan in this plan year2025-03-31179612
Other contributions to plan in this plan year2025-03-31321216
Other income to plan in this plan year2025-03-31385771
Plan net income in this plan year2025-03-311099876
Net assets as of the end of the plan year2025-03-312618353
Net assets as of the beginning of the plan year2025-03-311518477
Employer contributions to plan in this plan year2025-03-31214268
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-31325
2024 : ROBERT J. ROY JR. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-20235
Net assets as of the end of the plan year2024-05-201518477
Total assets as of the beginning of the plan year2024-05-20946690
Value of plan covered by a fidelity bond2024-05-2094670
Participant contributions to plan in this plan year2024-05-20134789
Other contributions to plan in this plan year2024-05-200
Other income to plan in this plan year2024-05-20274366
Plan net income in this plan year2024-05-20571787
Net assets as of the end of the plan year2024-05-201518477
Net assets as of the beginning of the plan year2024-05-20946690
Employer contributions to plan in this plan year2024-05-20162867
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-20235
2022 : ROBERT J. ROY JR. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-0421133
Net assets as of the end of the plan year2022-06-04983582
Total assets as of the beginning of the plan year2022-06-04673353
Value of plan covered by a fidelity bond2022-06-0467336
Participant contributions to plan in this plan year2022-06-0476144
Other contributions to plan in this plan year2022-06-040
Other income to plan in this plan year2022-06-04137689
Plan net income in this plan year2022-06-04310229
Net assets as of the end of the plan year2022-06-04983582
Net assets as of the beginning of the plan year2022-06-04673353
Employer contributions to plan in this plan year2022-06-04117529
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-04220

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