ROBERTS INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about ROBERTS INSURANCE AGENCY, INC.
Submission information for form 5500 for 401k plan ROBERTS INSURANCE AGENCY INC. PENSION TRUST
401k plan membership statisitcs for ROBERTS INSURANCE AGENCY INC. PENSION TRUST
| Measure | Date | Value |
|---|
| 2014: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
| Total of all active and inactive participants | 2014-01-01 | 10 |
| Total participants | 2014-01-01 | 10 |
| Number of participants with account balances | 2014-01-01 | 10 |
| 2013: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 10 |
| 2012: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 10 |
| 2011: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Total of all active and inactive participants | 2011-01-01 | 12 |
| Total participants | 2011-01-01 | 12 |
| Number of participants with account balances | 2011-01-01 | 12 |
| 2010: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
| Total of all active and inactive participants | 2010-01-01 | 9 |
| Total participants | 2010-01-01 | 9 |
| Number of participants with account balances | 2010-01-01 | 9 |
| 2009: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Measure | Date | Value |
|---|
| 2014 : ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $35,429 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,025 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $5,000 |
| Total plan assets at end of year | 2014-12-31 | $878,178 |
| Total plan assets at beginning of year | 2014-12-31 | $847,774 |
| Total contributions received or receivable from participants | 2014-12-31 | $6,744 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $95 |
| Other income received | 2014-12-31 | $28,028 |
| Net income (gross income less expenses) | 2014-12-31 | $30,404 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $878,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $847,774 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $562 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $25 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $117,691 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $10,647 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $10,597 |
| Total plan assets at end of year | 2013-12-31 | $847,774 |
| Total plan assets at beginning of year | 2013-12-31 | $740,730 |
| Total contributions received or receivable from participants | 2013-12-31 | $730 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $286 |
| Other income received | 2013-12-31 | $114,986 |
| Net income (gross income less expenses) | 2013-12-31 | $107,044 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $847,774 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $740,730 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,689 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $50 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $-10,327 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,487 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,487 |
| Total plan assets at end of year | 2012-12-31 | $740,730 |
| Total plan assets at beginning of year | 2012-12-31 | $752,544 |
| Other income received | 2012-12-31 | $-10,327 |
| Net income (gross income less expenses) | 2012-12-31 | $-11,814 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $740,730 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $752,544 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $5,044 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $28,570 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $28,320 |
| Total plan assets at end of year | 2011-12-31 | $752,544 |
| Total plan assets at beginning of year | 2011-12-31 | $776,070 |
| Other income received | 2011-12-31 | $-31,226 |
| Net income (gross income less expenses) | 2011-12-31 | $-23,526 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $752,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $776,070 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $36,270 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $250 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $36,270 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $36,270 |
| 2010 : ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $63,674 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $13,225 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $13,025 |
| Total plan assets at end of year | 2010-12-31 | $776,070 |
| Total plan assets at beginning of year | 2010-12-31 | $725,621 |
| Other income received | 2010-12-31 | $27,999 |
| Net income (gross income less expenses) | 2010-12-31 | $50,449 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $776,070 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $725,621 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $35,675 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $200 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $35,675 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $35,675 |
| 2009 : ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $35,955 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $35,955 |
| 2014: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERTS INSURANCE AGENCY INC. PENSION TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
