401k Plan data: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN plan

ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN
Plan identification number	001

ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
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

ROBERTS AND ROBERTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERTS AND ROBERTS, INC.

Employer identification number (EIN): 382479022

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Additional information about ROBERTS AND ROBERTS, INC.

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 0000-00-00

Company Identification Number: 346492

Legal Registered Office Address: W 14 MILE RD SUITE 100 BEVERLY HILLS 48025

United States of America (USA)
16205

More information about ROBERTS AND ROBERTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 WILLIAM T ROBERTS 2024-06-13
001 2022-01-01
001 2022-01-01 WILLIAM T ROBERTS
001 2021-01-01
001 2021-01-01 WILLIAM T ROBERTS
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM T ROBERTS
001 2016-01-01 WILLIAM T ROBERTS
001 2015-01-01 WILLIAM T ROBERTS
001 2014-01-01 WILLIAM T ROBERTS
001 2014-01-01 WILLIAM T ROBERTS
001 2013-01-01 WILLIAM T ROBERTS
001 2012-01-01 WILLIAM T ROBERTS
001 2011-01-01 WILLIAM T ROBERTS
001 2009-01-01 RUTH JACKSON RUTH JACKSON 2010-09-27

Plan Statistics for ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2025: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-25 85
Total number of particpants at end of year 2025-06-25 89
Number of Participants With Account Balances 2025-06-25 25
2022: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 72
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 82
Number of participants with account balances 2022-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 95
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 101
Number of participants with account balances 2021-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 114
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 118
Number of participants with account balances 2020-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 155
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 163
Number of participants with account balances 2019-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 155
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 157
Number of participants with account balances 2018-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 171
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 177
Number of participants with account balances 2017-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 166
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 170
Number of participants with account balances 2016-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 127
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 128
Number of participants with account balances 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 128
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 129
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 110
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 114
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 90
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 94
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 86
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 93
Number of participants with account balances 2011-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 95
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 97
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-25	85
Total number of particpants at end of year	2025-06-25	89
Number of Participants With Account Balances	2025-06-25	25
2022: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	72
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	82
Number of participants with account balances	2022-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	95
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	101
Number of participants with account balances	2021-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	114
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	118
Number of participants with account balances	2020-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	155
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	163
Number of participants with account balances	2019-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	155
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	157
Number of participants with account balances	2018-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	171
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	177
Number of participants with account balances	2017-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	166
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	170
Number of participants with account balances	2016-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	127
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	128
Number of participants with account balances	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	128
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	129
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	110
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	114
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	90
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	94
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	86
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	93
Number of participants with account balances	2011-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	95
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	97
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure	Date	Value
2025 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-06-25	0
Total liabilities as of the beginning of the plan year	2025-06-25	0
Total expenses incurred by plan in this plan year	2025-06-25	85474
Net assets as of the end of the plan year	2025-06-25	1352417
Total assets as of the beginning of the plan year	2025-06-25	1221935
Value of plan covered by a fidelity bond	2025-06-25	150000
Participant contributions to plan in this plan year	2025-06-25	63154
Other income to plan in this plan year	2025-06-25	152802
Plan net income in this plan year	2025-06-25	130482
Net assets as of the end of the plan year	2025-06-25	1352417
Net assets as of the beginning of the plan year	2025-06-25	1221935
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-25	7718
2022 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-69,731
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$74,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$65,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$89,573
Value of total assets at end of year	2022-12-31	$1,221,935
Value of total assets at beginning of year	2022-12-31	$1,366,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,796
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$12,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$12,232
Administrative expenses professional fees incurred	2022-12-31	$3,568
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$150,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$89,573
Other income not declared elsewhere	2022-12-31	$146
Total non interest bearing cash at end of year	2022-12-31	$6
Total non interest bearing cash at beginning of year	2022-12-31	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-144,517
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,221,935
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,366,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$5,228
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$465,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$542,944
Value of interest in common/collective trusts at end of year	2022-12-31	$756,203
Value of interest in common/collective trusts at beginning of year	2022-12-31	$823,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-112,332
Net investment gain or loss from common/collective trusts	2022-12-31	$-59,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$65,990
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	UHY LLP
Accountancy firm EIN	2022-12-31	200694403
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-69,731
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$74,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$65,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$89,573
Value of total assets at end of year	2022-01-01	$1,221,935
Value of total assets at beginning of year	2022-01-01	$1,366,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$8,796
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$12,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$12,232
Administrative expenses professional fees incurred	2022-01-01	$3,568
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$150,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$89,573
Other income not declared elsewhere	2022-01-01	$146
Total non interest bearing cash at end of year	2022-01-01	$6
Total non interest bearing cash at beginning of year	2022-01-01	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-144,517
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$1,221,935
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$1,366,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$5,228
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$465,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$542,944
Value of interest in common/collective trusts at end of year	2022-01-01	$756,203
Value of interest in common/collective trusts at beginning of year	2022-01-01	$823,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-112,332
Net investment gain or loss from common/collective trusts	2022-01-01	$-59,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$65,990
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	UHY LLP
Accountancy firm EIN	2022-01-01	200694403
2021 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$208,068
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$45,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$35,569
Value of total corrective distributions	2021-12-31	$903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$83,224
Value of total assets at end of year	2021-12-31	$1,366,452
Value of total assets at beginning of year	2021-12-31	$1,203,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,030
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$54,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$54,391
Administrative expenses professional fees incurred	2021-12-31	$3,499
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$150,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$83,224
Other income not declared elsewhere	2021-12-31	$142
Total non interest bearing cash at end of year	2021-12-31	$6
Total non interest bearing cash at beginning of year	2021-12-31	$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$162,566
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,366,452
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,203,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$5,531
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$542,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$416,980
Value of interest in common/collective trusts at end of year	2021-12-31	$823,502
Value of interest in common/collective trusts at beginning of year	2021-12-31	$786,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$14,545
Net investment gain or loss from common/collective trusts	2021-12-31	$55,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$35,569
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	UHY LLP
Accountancy firm EIN	2021-12-31	200694403
2020 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$142,040
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$75,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$49,195
Value of total corrective distributions	2020-12-31	$17,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$55,857
Value of total assets at end of year	2020-12-31	$1,203,886
Value of total assets at beginning of year	2020-12-31	$1,137,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,304
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$14,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$14,579
Administrative expenses professional fees incurred	2020-12-31	$4,434
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$150,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$55,857
Other income not declared elsewhere	2020-12-31	$114
Total non interest bearing cash at end of year	2020-12-31	$29
Total non interest bearing cash at beginning of year	2020-12-31	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$66,283
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,203,886
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,137,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$4,870
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$416,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$766,859
Value of interest in common/collective trusts at end of year	2020-12-31	$786,877
Value of interest in common/collective trusts at beginning of year	2020-12-31	$370,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$41,580
Net investment gain or loss from common/collective trusts	2020-12-31	$29,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$49,195
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	UHY LLP
Accountancy firm EIN	2020-12-31	200694403
2019 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$317,942
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$52,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$37,484
Value of total corrective distributions	2019-12-31	$7,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$137,033
Value of total assets at end of year	2019-12-31	$1,137,603
Value of total assets at beginning of year	2019-12-31	$872,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,809
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$137,033
Total non interest bearing cash at end of year	2019-12-31	$7
Total non interest bearing cash at beginning of year	2019-12-31	$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$265,159
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,137,603
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$872,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$7,809
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$766,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$740,047
Value of interest in common/collective trusts at end of year	2019-12-31	$370,737
Value of interest in common/collective trusts at beginning of year	2019-12-31	$132,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$180,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$37,484
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	UHY LLP
Accountancy firm EIN	2019-12-31	200694403
2018 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$48,347
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$163,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$148,710
Expenses. Certain deemed distributions of participant loans	2018-12-31	$4,935
Value of total corrective distributions	2018-12-31	$1,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$100,724
Value of total assets at end of year	2018-12-31	$872,444
Value of total assets at beginning of year	2018-12-31	$988,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,708
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$100,724
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$4,935
Total non interest bearing cash at end of year	2018-12-31	$33
Total non interest bearing cash at beginning of year	2018-12-31	$3,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-115,614
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$872,444
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$988,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$8,708
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$740,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$870,706
Value of interest in common/collective trusts at end of year	2018-12-31	$132,364
Value of interest in common/collective trusts at beginning of year	2018-12-31	$109,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-52,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$148,710
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	UHY LLP
Accountancy firm EIN	2018-12-31	200694403
2017 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$215,995
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$43,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$33,483
Value of total corrective distributions	2017-12-31	$3,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$89,502
Value of total assets at end of year	2017-12-31	$988,058
Value of total assets at beginning of year	2017-12-31	$815,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,098
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$89,502
Participant contributions at end of year	2017-12-31	$4,935
Participant contributions at beginning of year	2017-12-31	$4,935
Total non interest bearing cash at end of year	2017-12-31	$3,086
Total non interest bearing cash at beginning of year	2017-12-31	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$172,879
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$988,058
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$815,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$6,098
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$870,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$716,515
Value of interest in common/collective trusts at end of year	2017-12-31	$109,331
Value of interest in common/collective trusts at beginning of year	2017-12-31	$93,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$126,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$33,483
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	UHY LLP
Accountancy firm EIN	2017-12-31	200694403
2016 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$142,941
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$42,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$28,419
Value of total corrective distributions	2016-12-31	$8,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$87,224
Value of total assets at end of year	2016-12-31	$815,179
Value of total assets at beginning of year	2016-12-31	$714,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,906
Total interest from all sources	2016-12-31	$45
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$87,224
Participant contributions at end of year	2016-12-31	$4,935
Participant contributions at beginning of year	2016-12-31	$6,707
Total non interest bearing cash at end of year	2016-12-31	$7
Total non interest bearing cash at beginning of year	2016-12-31	$2,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$100,929
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$815,179
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$714,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$4,906
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$716,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$614,300
Interest on participant loans	2016-12-31	$45
Value of interest in common/collective trusts at end of year	2016-12-31	$93,722
Value of interest in common/collective trusts at beginning of year	2016-12-31	$90,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$55,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$28,419
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	UHY LLP
Accountancy firm EIN	2016-12-31	200694403
2015 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$51,867
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$56,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$48,444
Value of total corrective distributions	2015-12-31	$3,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$60,930
Value of total assets at end of year	2015-12-31	$714,250
Value of total assets at beginning of year	2015-12-31	$719,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,416
Total interest from all sources	2015-12-31	$156
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$60,930
Participant contributions at end of year	2015-12-31	$6,707
Participant contributions at beginning of year	2015-12-31	$9,689
Total non interest bearing cash at end of year	2015-12-31	$2,527
Total non interest bearing cash at beginning of year	2015-12-31	$9,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-4,912
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$714,250
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$719,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$4,416
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$614,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$614,430
Interest on participant loans	2015-12-31	$156
Value of interest in common/collective trusts at end of year	2015-12-31	$90,716
Value of interest in common/collective trusts at beginning of year	2015-12-31	$85,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-9,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$48,444
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	UHY LLP
Accountancy firm EIN	2015-12-31	200694403
2014 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$101,982
Expenses. Total of all expenses incurred	2014-12-31	$89,719
Benefits paid (including direct rollovers)	2014-12-31	$81,263
Total plan assets at end of year	2014-12-31	$723,389
Total plan assets at beginning of year	2014-12-31	$711,126
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$45,655
Other income received	2014-12-31	$56,327
Net income (gross income less expenses)	2014-12-31	$12,263
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$723,389
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$711,126
Assets. Value of participant loans	2014-12-31	$9,689
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of corrective distributions	2014-12-31	$3,056
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$172,584
Expenses. Total of all expenses incurred	2013-12-31	$207,175
Benefits paid (including direct rollovers)	2013-12-31	$200,705
Total plan assets at end of year	2013-12-31	$711,126
Total plan assets at beginning of year	2013-12-31	$745,717
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$45,479
Other income received	2013-12-31	$127,105
Net income (gross income less expenses)	2013-12-31	$-34,591
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$711,126
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$745,717
Assets. Value of participant loans	2013-12-31	$16,431
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of corrective distributions	2013-12-31	$1,127
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,343
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$145,784
Expenses. Total of all expenses incurred	2012-12-31	$175,245
Benefits paid (including direct rollovers)	2012-12-31	$168,721
Total plan assets at end of year	2012-12-31	$745,717
Total plan assets at beginning of year	2012-12-31	$775,178
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$49,853
Other income received	2012-12-31	$95,931
Net income (gross income less expenses)	2012-12-31	$-29,461
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$745,717
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$775,178
Assets. Value of participant loans	2012-12-31	$35,423
Total contributions received or receivable from employer(s)	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,524
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$55,736
Expenses. Total of all expenses incurred	2011-12-31	$293,985
Benefits paid (including direct rollovers)	2011-12-31	$285,664
Total plan assets at end of year	2011-12-31	$775,178
Total plan assets at beginning of year	2011-12-31	$1,013,427
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$55,330
Other income received	2011-12-31	$406
Net income (gross income less expenses)	2011-12-31	$-238,249
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$775,178
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,013,427
Assets. Value of participant loans	2011-12-31	$51,127
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,321
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$204,746
Expenses. Total of all expenses incurred	2010-12-31	$166,976
Benefits paid (including direct rollovers)	2010-12-31	$157,743
Total plan assets at end of year	2010-12-31	$1,013,427
Total plan assets at beginning of year	2010-12-31	$975,657
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$88,165
Expenses. Other expenses not covered elsewhere	2010-12-31	$9,233
Other income received	2010-12-31	$116,581
Net income (gross income less expenses)	2010-12-31	$37,770
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,013,427
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$975,657
Assets. Value of participant loans	2010-12-31	$64,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN

2022: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERTS AND ROBERTS, INC.
Employer identification number (EIN):	382479022
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	0000-00-00
Company Identification Number:	346492
Legal Registered Office Address:	W 14 MILE RD SUITE 100 BEVERLY HILLS 48025 United States of America (USA) 16205

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WILLIAM T ROBERTS	2024-06-13
001	2022-01-01
001	2022-01-01	WILLIAM T ROBERTS
001	2021-01-01
001	2021-01-01	WILLIAM T ROBERTS
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	WILLIAM T ROBERTS
001	2016-01-01	WILLIAM T ROBERTS
001	2015-01-01	WILLIAM T ROBERTS
001	2014-01-01	WILLIAM T ROBERTS
001	2014-01-01	WILLIAM T ROBERTS
001	2013-01-01	WILLIAM T ROBERTS
001	2012-01-01	WILLIAM T ROBERTS
001	2011-01-01	WILLIAM T ROBERTS
001	2009-01-01	RUTH JACKSON		RUTH JACKSON	2010-09-27