ROBERT MARKETING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
401k plan membership statisitcs for ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2021: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-03-01 | 1 |
| Total of all active and inactive participants | 2021-03-01 | 0 |
| Total participants | 2021-03-01 | 0 |
| Number of participants with account balances | 2021-03-01 | 0 |
| 2020: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-03-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 1 |
| Total of all active and inactive participants | 2020-03-01 | 1 |
| Total participants | 2020-03-01 | 1 |
| Number of participants with account balances | 2020-03-01 | 1 |
| 2019: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 1 |
| Total of all active and inactive participants | 2019-03-01 | 1 |
| Total participants | 2019-03-01 | 1 |
| Number of participants with account balances | 2019-03-01 | 1 |
| 2018: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 1 |
| Total of all active and inactive participants | 2018-03-01 | 1 |
| Total participants | 2018-03-01 | 1 |
| Number of participants with account balances | 2018-03-01 | 1 |
| 2017: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 1 |
| Total of all active and inactive participants | 2017-03-01 | 1 |
| Total participants | 2017-03-01 | 1 |
| Number of participants with account balances | 2017-03-01 | 1 |
| 2016: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 1 |
| Total of all active and inactive participants | 2016-03-01 | 1 |
| Total participants | 2016-03-01 | 1 |
| Number of participants with account balances | 2016-03-01 | 1 |
| 2015: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 1 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 1 |
| Total of all active and inactive participants | 2015-03-01 | 2 |
| Total participants | 2015-03-01 | 2 |
| Number of participants with account balances | 2015-03-01 | 1 |
| 2014: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| Number of participants with account balances | 2014-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-02-28 | $-157,659 |
| Expenses. Total of all expenses incurred | 2022-02-28 | $800,814 |
| Benefits paid (including direct rollovers) | 2022-02-28 | $800,814 |
| Total plan assets at end of year | 2022-02-28 | $0 |
| Total plan assets at beginning of year | 2022-02-28 | $958,473 |
| Other income received | 2022-02-28 | $-157,659 |
| Net income (gross income less expenses) | 2022-02-28 | $-958,473 |
| Net plan assets at end of year (total assets less liabilities) | 2022-02-28 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-02-28 | $958,473 |
| 2021 : ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-02-28 | $234,910 |
| Expenses. Total of all expenses incurred | 2021-02-28 | $16,085 |
| Benefits paid (including direct rollovers) | 2021-02-28 | $16,085 |
| Total plan assets at end of year | 2021-02-28 | $958,473 |
| Total plan assets at beginning of year | 2021-02-28 | $739,648 |
| Other income received | 2021-02-28 | $234,910 |
| Net income (gross income less expenses) | 2021-02-28 | $218,825 |
| Net plan assets at end of year (total assets less liabilities) | 2021-02-28 | $958,473 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-02-28 | $739,648 |
| Assets. Value of employer securities | 2021-02-28 | $40,000 |
| 2020 : ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-02-29 | $80,224 |
| Expenses. Total of all expenses incurred | 2020-02-29 | $30,000 |
| Benefits paid (including direct rollovers) | 2020-02-29 | $30,000 |
| Total plan assets at end of year | 2020-02-29 | $739,648 |
| Total plan assets at beginning of year | 2020-02-29 | $689,424 |
| Other income received | 2020-02-29 | $80,224 |
| Net income (gross income less expenses) | 2020-02-29 | $50,224 |
| Net plan assets at end of year (total assets less liabilities) | 2020-02-29 | $739,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-02-29 | $689,424 |
| Assets. Value of employer securities | 2020-02-29 | $55,000 |
| 2018 : ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-02-28 | $95,241 |
| Expenses. Total of all expenses incurred | 2018-02-28 | $26,491 |
| Benefits paid (including direct rollovers) | 2018-02-28 | $26,491 |
| Total plan assets at end of year | 2018-02-28 | $692,382 |
| Total plan assets at beginning of year | 2018-02-28 | $623,632 |
| Other income received | 2018-02-28 | $95,241 |
| Net income (gross income less expenses) | 2018-02-28 | $68,750 |
| Net plan assets at end of year (total assets less liabilities) | 2018-02-28 | $692,382 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-02-28 | $623,632 |
| Assets. Value of employer securities | 2018-02-28 | $61,750 |
| 2017 : ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-02-28 | $37,948 |
| Expenses. Total of all expenses incurred | 2017-02-28 | $22,301 |
| Benefits paid (including direct rollovers) | 2017-02-28 | $22,301 |
| Total plan assets at end of year | 2017-02-28 | $623,632 |
| Total plan assets at beginning of year | 2017-02-28 | $607,985 |
| Other income received | 2017-02-28 | $37,948 |
| Net income (gross income less expenses) | 2017-02-28 | $15,647 |
| Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $623,632 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $607,985 |
| 2016 : ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-02-29 | $-46,771 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $65,000 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $65,000 |
| Total plan assets at end of year | 2016-02-29 | $607,985 |
| Total plan assets at beginning of year | 2016-02-29 | $719,756 |
| Other income received | 2016-02-29 | $-46,771 |
| Net income (gross income less expenses) | 2016-02-29 | $-111,771 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $607,985 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $719,756 |
| Assets. Value of employer securities | 2016-02-29 | $77,000 |
| 2014 : ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $33,127 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $27,900 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $24,900 |
| Total plan assets at end of year | 2014-12-31 | $719,756 |
| Total plan assets at beginning of year | 2014-12-31 | $714,529 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,000 |
| Other income received | 2014-12-31 | $33,127 |
| Net income (gross income less expenses) | 2014-12-31 | $5,227 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $719,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $714,529 |
| Assets. Value of employer securities | 2014-12-31 | $80,000 |
| 2021: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-03-01 | Type of plan entity | Single employer plan |
| 2021-03-01 | This submission is the final filing | Yes |
| 2021-03-01 | Plan funding arrangement – Trust | Yes |
| 2021-03-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-03-01 | Type of plan entity | Single employer plan |
| 2020-03-01 | Plan funding arrangement – Trust | Yes |
| 2020-03-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-03-01 | Type of plan entity | Single employer plan |
| 2019-03-01 | Plan funding arrangement – Trust | Yes |
| 2019-03-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Single employer plan |
| 2018-03-01 | Plan funding arrangement – Trust | Yes |
| 2018-03-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Single employer plan |
| 2017-03-01 | Plan funding arrangement – Trust | Yes |
| 2017-03-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Plan funding arrangement – Trust | Yes |
| 2016-03-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | Plan funding arrangement – Trust | Yes |
| 2015-03-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
