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ROBERTS & BISHOP, LLC 401(K) PLAN 401k Plan overview

Plan NameROBERTS & BISHOP, LLC 401(K) PLAN
Plan identification number 001

ROBERTS & BISHOP, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 & BISHOP, LLC has sponsored the creation of one or more 401k plans.

Company Name:ROBERTS & BISHOP, LLC
Employer identification number (EIN):455596806
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS & BISHOP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LATASHA ROBERTS2024-05-26
0012022-01-01LATASHA ROBERTS2023-05-29
0012021-01-01LATASHA ROBERTS2022-05-26
0012020-01-01LATASHA ROBERTS2022-03-22
0012019-01-01LATASHA ROBERTS2020-08-13
0012018-01-01LATASHA ROBERTS2019-07-08
0012017-01-01LATASHA ROBERTS2018-06-05
0012016-01-01LATASHA ROBERTS2017-10-03

Plan Statistics for ROBERTS & BISHOP, LLC 401(K) PLAN

401k plan membership statisitcs for ROBERTS & BISHOP, LLC 401(K) PLAN

Measure Date Value
2024: ROBERTS & BISHOP, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-263
Total number of particpants at end of year2024-05-263
Number of Participants With Account Balances2024-05-263
2022: ROBERTS & BISHOP, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-264
Total number of particpants at end of year2022-05-263
Number of Participants With Account Balances2022-05-263

Financial Data on ROBERTS & BISHOP, LLC 401(K) PLAN

Measure Date Value
2024 : ROBERTS & BISHOP, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-260
Net assets as of the end of the plan year2024-05-2670285
Total assets as of the beginning of the plan year2024-05-2656425
Value of plan covered by a fidelity bond2024-05-266000
Participant contributions to plan in this plan year2024-05-264575
Other income to plan in this plan year2024-05-269285
Plan net income in this plan year2024-05-2613860
Net assets as of the end of the plan year2024-05-2670285
Net assets as of the beginning of the plan year2024-05-2656425
2022 : ROBERTS & BISHOP, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-260
Net assets as of the end of the plan year2022-05-2662230
Total assets as of the beginning of the plan year2022-05-2651794
Value of plan covered by a fidelity bond2022-05-266000
Participant contributions to plan in this plan year2022-05-265159
Other income to plan in this plan year2022-05-265277
Plan net income in this plan year2022-05-2610436
Net assets as of the end of the plan year2022-05-2662230
Net assets as of the beginning of the plan year2022-05-2651794

Potentially related plans

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