401k Plan data: PHILIP B. ROBERTSON PROFIT SHARING PLAN plan

PHILIP B. ROBERTSON PROFIT SHARING PLAN 401k Plan overview

Plan Name	PHILIP B. ROBERTSON PROFIT SHARING PLAN
Plan identification number	002

PHILIP B. ROBERTSON PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan covering Self-Employed individuals.
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

PHILIP B. ROBERTSON has sponsored the creation of one or more 401k plans.

Company Name: PHILIP B. ROBERTSON

Employer identification number (EIN): 550684630

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP B. ROBERTSON PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 PHILIP B. ROBERTSON 2021-10-20
002 2020-01-01 PHILIP B. ROBERTSON 2021-06-24
002 2019-01-01 PHILIP B. ROBERTSON 2020-04-27
002 2018-01-01 PHILIP B. ROBERTSON 2019-04-23
002 2017-01-01 PHILIP B. ROBERTSON 2018-04-24
002 2016-01-01 PHILIP B. ROBERTSON 2017-04-13
002 2015-01-01 PHILIP B. ROBERTSON 2016-04-08
002 2014-01-01 PHILIP B. ROBERTSON 2015-02-04
002 2013-01-01 PHILIP B. ROBERTSON 2014-04-03
002 2012-01-01 PHILIP B. ROBERTSON 2014-02-25
002 2011-01-01 PHILIP ROBERTSON 2012-07-11
002 2010-01-01 PHILIP B. ROBERTSON 2011-04-06 PHILIP B. ROBERTSON 2011-04-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	PHILIP B. ROBERTSON	2021-10-20
002	2020-01-01	PHILIP B. ROBERTSON	2021-06-24
002	2019-01-01	PHILIP B. ROBERTSON	2020-04-27
002	2018-01-01	PHILIP B. ROBERTSON	2019-04-23
002	2017-01-01	PHILIP B. ROBERTSON	2018-04-24
002	2016-01-01	PHILIP B. ROBERTSON	2017-04-13
002	2015-01-01	PHILIP B. ROBERTSON	2016-04-08
002	2014-01-01	PHILIP B. ROBERTSON	2015-02-04
002	2013-01-01	PHILIP B. ROBERTSON	2014-04-03
002	2012-01-01	PHILIP B. ROBERTSON	2014-02-25
002	2011-01-01	PHILIP ROBERTSON	2012-07-11
002	2010-01-01	PHILIP B. ROBERTSON	2011-04-06	PHILIP B. ROBERTSON	2011-04-06

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Company Name:	PHILIP B. ROBERTSON
Employer identification number (EIN):	550684630
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists