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JAMES M. ROBERSON PROFIT SHARE PLAN 401k Plan overview

Plan NameJAMES M. ROBERSON PROFIT SHARE PLAN
Plan identification number 001

JAMES M. ROBERSON PROFIT SHARE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.

401k Sponsoring company profile

JAMES M. ROBERSON has sponsored the creation of one or more 401k plans.

Company Name:JAMES M. ROBERSON
Employer identification number (EIN):541052734
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M. ROBERSON PROFIT SHARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JAMES M. ROBERSON JAMES M. ROBERSON2016-07-26
0012014-01-01JAMES M. ROBERSON JAMES M. ROBERSON2015-08-12
0012013-01-01JAMES M. ROBERSON JAMES M. ROBERSON2014-07-17
0012012-01-01JAMES M. ROBERSON JAMES M. ROBERSON
0012012-01-01JAMES M. ROBERSON JAMES M. ROBERSON2013-10-17
0012011-01-01JAMES M. ROBERSON JAMES M. ROBERSON2012-10-12
0012009-01-01JAMES M ROBERSON

Financial Data on JAMES M. ROBERSON PROFIT SHARE PLAN

Measure Date Value
2015 : JAMES M. ROBERSON PROFIT SHARE PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,534
Expenses. Total of all expenses incurred2015-12-31$629
Benefits paid (including direct rollovers)2015-12-31$599
Total plan assets at end of year2015-12-31$420,937
Total plan assets at beginning of year2015-12-31$420,032
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$-8,595
Net income (gross income less expenses)2015-12-31$905
Net plan assets at end of year (total assets less liabilities)2015-12-31$420,937
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$420,032
Total contributions received or receivable from employer(s)2015-12-31$10,129
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$30
2014 : JAMES M. ROBERSON PROFIT SHARE PLAN 2014 401k financial data
Total income from all sources2014-12-31$27,723
Expenses. Total of all expenses incurred2014-12-31$37,452
Benefits paid (including direct rollovers)2014-12-31$37,413
Total plan assets at end of year2014-12-31$420,032
Total plan assets at beginning of year2014-12-31$429,761
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$16,618
Net income (gross income less expenses)2014-12-31$-9,729
Net plan assets at end of year (total assets less liabilities)2014-12-31$420,032
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$429,761
Total contributions received or receivable from employer(s)2014-12-31$11,105
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$39
2013 : JAMES M. ROBERSON PROFIT SHARE PLAN 2013 401k financial data
Total income from all sources2013-12-31$67,694
Expenses. Total of all expenses incurred2013-12-31$48
Total plan assets at end of year2013-12-31$429,761
Total plan assets at beginning of year2013-12-31$362,115
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$53,589
Net income (gross income less expenses)2013-12-31$67,646
Net plan assets at end of year (total assets less liabilities)2013-12-31$429,761
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$362,115
Total contributions received or receivable from employer(s)2013-12-31$14,105
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$48
2012 : JAMES M. ROBERSON PROFIT SHARE PLAN 2012 401k financial data
Total income from all sources2012-12-31$49,337
Expenses. Total of all expenses incurred2012-12-31$48
Total plan assets at end of year2012-12-31$362,115
Total plan assets at beginning of year2012-12-31$312,826
Other income received2012-12-31$29,558
Net income (gross income less expenses)2012-12-31$49,289
Net plan assets at end of year (total assets less liabilities)2012-12-31$362,115
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$312,826
Total contributions received or receivable from employer(s)2012-12-31$19,779
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$48
2011 : JAMES M. ROBERSON PROFIT SHARE PLAN 2011 401k financial data
Total income from all sources2011-12-31$10,102
Total plan assets at end of year2011-12-31$312,826
Total plan assets at beginning of year2011-12-31$302,724
Other income received2011-12-31$-10,319
Net income (gross income less expenses)2011-12-31$10,102
Net plan assets at end of year (total assets less liabilities)2011-12-31$312,826
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$302,724
Total contributions received or receivable from employer(s)2011-12-31$20,421
2010 : JAMES M. ROBERSON PROFIT SHARE PLAN 2010 401k financial data
Total income from all sources2010-12-31$43,013
Total plan assets at end of year2010-12-31$302,724
Total plan assets at beginning of year2010-12-31$259,711
Other income received2010-12-31$26,271
Net income (gross income less expenses)2010-12-31$43,013
Net plan assets at end of year (total assets less liabilities)2010-12-31$302,724
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$259,711
Total contributions received or receivable from employer(s)2010-12-31$16,742

Form 5500 Responses for JAMES M. ROBERSON PROFIT SHARE PLAN

2015: JAMES M. ROBERSON PROFIT SHARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES M. ROBERSON PROFIT SHARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES M. ROBERSON PROFIT SHARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES M. ROBERSON PROFIT SHARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES M. ROBERSON PROFIT SHARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES M. ROBERSON PROFIT SHARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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