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ROBERTS & STEVENS, P.A. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERTS & STEVENS, P.A. PROFIT SHARING PLAN & TRUST
Plan identification number 001

ROBERTS & STEVENS, P.A. PROFIT SHARING PLAN & TRUST 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 & STEVENS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERTS & STEVENS, P.A.
Employer identification number (EIN):561476351
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS & STEVENS, P.A. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VINCENT D CHILDRESS2024-05-08 VINCENT D CHILDRESS2024-05-08
0012022-01-01GREGORY D HUTCHINS2023-05-25 GREGORY D HUTCHINS2023-05-25
0012021-01-01GREGORY HUTCHINS2022-05-26
0012020-01-01GREGORY HUTCHINS2021-06-28 GREGORY HUTCHINS2021-06-28
0012019-01-01KAREN KRIEGSMAN2020-04-28
0012018-01-01KAREN KRIEGSMAN2019-05-17
0012017-01-01DAVID C YON2018-05-03 DAVID C. YON2018-05-03
0012016-01-01DAVID C. YON2017-07-18 DAVID C. YON2017-07-18
0012015-01-01DAVID C. YON2016-10-03 DAVID C. YON2016-10-03
0012014-01-01DAVID C. YON2015-06-29 DAVID C. YON2015-06-29
0012013-01-01DAVID C. YON2014-07-28 DAVID C. YON2014-07-28
0012012-01-01DAVID C. YON2013-09-24 DAVID C. YON2013-09-24
0012011-01-01DAVID C. YON2012-10-12 DAVID C. YON2012-10-12
0012010-01-01DAVID C. YON2011-06-16 DAVID C. YON2011-06-16

Financial Data on ROBERTS & STEVENS, P.A. PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : ROBERTS & STEVENS, P.A. PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-293089859
Net assets as of the end of the plan year2025-04-2923004794
Total assets as of the beginning of the plan year2025-04-2922079264
Value of plan covered by a fidelity bond2025-04-29500000
Participant contributions to plan in this plan year2025-04-29492677
Value of participant loans at end of plan year2025-04-2940787
Other income to plan in this plan year2025-04-293316275
Plan net income in this plan year2025-04-29925530
Net assets as of the end of the plan year2025-04-2923004794
Net assets as of the beginning of the plan year2025-04-2922079264
Employer contributions to plan in this plan year2025-04-29206437
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2956973
2024 : ROBERTS & STEVENS, P.A. PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-080
Total expenses incurred by plan in this plan year2024-05-08221150
Net assets as of the end of the plan year2024-05-0822079264
Total assets as of the beginning of the plan year2024-05-0817955029
Value of plan covered by a fidelity bond2024-05-08500000
Participant contributions to plan in this plan year2024-05-08436878
Value of participant loans at end of plan year2024-05-0844963
Other income to plan in this plan year2024-05-083544789
Plan net income in this plan year2024-05-084124235
Net assets as of the end of the plan year2024-05-0822079264
Net assets as of the beginning of the plan year2024-05-0817955029
Employer contributions to plan in this plan year2024-05-08363718
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0854402
2022 : ROBERTS & STEVENS, P.A. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-260
Total expenses incurred by plan in this plan year2022-05-264390148
Net assets as of the end of the plan year2022-05-2622129065
Total assets as of the beginning of the plan year2022-05-2622457679
Value of plan covered by a fidelity bond2022-05-26500000
Participant contributions to plan in this plan year2022-05-26369179
Value of participant loans at end of plan year2022-05-2652835
Other income to plan in this plan year2022-05-263374989
Plan net income in this plan year2022-05-26-328614
Net assets as of the end of the plan year2022-05-2622129065
Net assets as of the beginning of the plan year2022-05-2622457679
Employer contributions to plan in this plan year2022-05-26317366
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2667916

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