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ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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

CHARLES W. ROBERTS, IV, DDS & KARI L. ROBERTS, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:CHARLES W. ROBERTS, IV, DDS & KARI L. ROBERTS, DDS, PA
Employer identification number (EIN):562248203
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHARLES ROBERTS, DDS2024-08-19
0012022-01-01CHARLES ROBERTS, DDS2023-06-28
0012021-01-01CHARLES ROBERTS, DDS2022-06-15
0012020-01-01CHARLES ROBERTS, DDS2021-10-06
0012019-01-01CHARLES ROBERTS, DDS2020-09-18
0012018-01-01CHARLES ROBERTS, DDS2019-09-24
0012017-01-01
0012016-01-01
0012015-01-01CHARLES ROBERTS, DDS
0012014-01-01CHARLES ROBERTS
0012013-01-01CHARLES ROBERTS
0012012-01-01CHARLES ROBERTS
0012011-01-01CHARLES ROBERTS
0012009-01-01CHARLES ROBERTS
0012009-01-01CHARLES ROBERTS
0012009-01-01CHARLES ROBERTS

Financial Data on ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$511,041
Expenses. Total of all expenses incurred2023-12-31$17,335
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$2,953,437
Total plan assets at beginning of year2023-12-31$2,459,731
Value of fidelity bond covering the plan2023-12-31$350,000
Total contributions received or receivable from participants2023-12-31$62,658
Expenses. Other expenses not covered elsewhere2023-12-31$17,335
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$437,707
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$493,706
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,953,437
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,459,731
Total contributions received or receivable from employer(s)2023-12-31$10,676
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-403,348
Expenses. Total of all expenses incurred2022-12-31$17,458
Benefits paid (including direct rollovers)2022-12-31$862
Total plan assets at end of year2022-12-31$2,459,731
Total plan assets at beginning of year2022-12-31$2,880,537
Value of fidelity bond covering the plan2022-12-31$350,000
Total contributions received or receivable from participants2022-12-31$60,028
Expenses. Other expenses not covered elsewhere2022-12-31$16,596
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-463,376
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-420,806
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,459,731
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,880,537
Total contributions received or receivable from employer(s)2022-12-31$0
2021 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$150
Total income from all sources2021-12-31$526,902
Expenses. Total of all expenses incurred2021-12-31$15,810
Benefits paid (including direct rollovers)2021-12-31$1,151
Total plan assets at end of year2021-12-31$2,880,537
Total plan assets at beginning of year2021-12-31$2,369,595
Value of fidelity bond covering the plan2021-12-31$350,000
Total contributions received or receivable from participants2021-12-31$58,206
Expenses. Other expenses not covered elsewhere2021-12-31$14,659
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$374,589
Net income (gross income less expenses)2021-12-31$511,092
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,880,537
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,369,445
Total contributions received or receivable from employer(s)2021-12-31$94,107
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$150
Total plan liabilities at beginning of year2020-12-31$150
Total income from all sources2020-12-31$538,838
Expenses. Total of all expenses incurred2020-12-31$25,902
Benefits paid (including direct rollovers)2020-12-31$12,847
Total plan assets at end of year2020-12-31$2,369,595
Total plan assets at beginning of year2020-12-31$1,856,659
Value of fidelity bond covering the plan2020-12-31$350,000
Total contributions received or receivable from participants2020-12-31$56,745
Expenses. Other expenses not covered elsewhere2020-12-31$13,055
Contributions received from other sources (not participants or employers)2020-12-31$43,594
Other income received2020-12-31$349,567
Net income (gross income less expenses)2020-12-31$512,936
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,369,445
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,856,509
Total contributions received or receivable from employer(s)2020-12-31$88,932
2019 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$150
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$434,844
Expenses. Total of all expenses incurred2019-12-31$52,237
Benefits paid (including direct rollovers)2019-12-31$43,840
Total plan assets at end of year2019-12-31$1,856,659
Total plan assets at beginning of year2019-12-31$1,473,902
Value of fidelity bond covering the plan2019-12-31$350,000
Total contributions received or receivable from participants2019-12-31$55,681
Expenses. Other expenses not covered elsewhere2019-12-31$8,397
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$328,494
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$382,607
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,856,509
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,473,902
Total contributions received or receivable from employer(s)2019-12-31$50,669
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-40,340
Expenses. Total of all expenses incurred2018-12-31$18,127
Benefits paid (including direct rollovers)2018-12-31$8,211
Total plan assets at end of year2018-12-31$1,473,902
Total plan assets at beginning of year2018-12-31$1,532,369
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$55,835
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-136,758
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-58,467
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,473,902
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,532,369
Total contributions received or receivable from employer(s)2018-12-31$40,583
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$325,448
Expenses. Total of all expenses incurred2017-12-31$13,136
Benefits paid (including direct rollovers)2017-12-31$4,224
Total plan assets at end of year2017-12-31$1,532,369
Total plan assets at beginning of year2017-12-31$1,220,057
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$53,415
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$223,496
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$312,312
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,532,369
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,220,057
Total contributions received or receivable from employer(s)2017-12-31$48,537
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,912
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$152,695
Expenses. Total of all expenses incurred2016-12-31$8,219
Benefits paid (including direct rollovers)2016-12-31$235
Total plan assets at end of year2016-12-31$1,220,057
Total plan assets at beginning of year2016-12-31$1,075,581
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$47,616
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$75,269
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$144,476
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,220,057
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,075,581
Total contributions received or receivable from employer(s)2016-12-31$29,810
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,984
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$62,786
Expenses. Total of all expenses incurred2015-12-31$8,447
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,075,581
Total plan assets at beginning of year2015-12-31$1,021,242
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$46,922
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-32,266
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$54,339
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,075,581
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,021,242
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$48,130
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,447
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$114,548
Expenses. Total of all expenses incurred2014-12-31$20,017
Benefits paid (including direct rollovers)2014-12-31$10,319
Total plan assets at end of year2014-12-31$1,021,242
Total plan assets at beginning of year2014-12-31$926,711
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$43,221
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$41,383
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$94,531
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,021,242
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$926,711
Assets. Value of assets in partnership/joint-venture interests2014-12-31$51,706
Total contributions received or receivable from employer(s)2014-12-31$29,944
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,698
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$211,092
Expenses. Total of all expenses incurred2013-12-31$33,479
Benefits paid (including direct rollovers)2013-12-31$25,161
Total plan assets at end of year2013-12-31$906,929
Total plan assets at beginning of year2013-12-31$729,316
Value of fidelity bond covering the plan2013-12-31$458,000
Total contributions received or receivable from participants2013-12-31$43,498
Other income received2013-12-31$152,209
Net income (gross income less expenses)2013-12-31$177,613
Net plan assets at end of year (total assets less liabilities)2013-12-31$906,929
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$729,316
Assets. Value of assets in partnership/joint-venture interests2013-12-31$52,025
Total contributions received or receivable from employer(s)2013-12-31$15,385
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,318
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$144,519
Expenses. Total of all expenses incurred2012-12-31$25,447
Benefits paid (including direct rollovers)2012-12-31$18,239
Total plan assets at end of year2012-12-31$729,316
Total plan assets at beginning of year2012-12-31$610,244
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$43,280
Expenses. Other expenses not covered elsewhere2012-12-31$7,208
Other income received2012-12-31$87,247
Net income (gross income less expenses)2012-12-31$119,072
Net plan assets at end of year (total assets less liabilities)2012-12-31$729,316
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$610,244
Assets. Value of assets in partnership/joint-venture interests2012-12-31$50,000
Total contributions received or receivable from employer(s)2012-12-31$13,992
2011 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$44,297
Expenses. Total of all expenses incurred2011-12-31$8,473
Benefits paid (including direct rollovers)2011-12-31$1,997
Total plan assets at end of year2011-12-31$610,244
Total plan assets at beginning of year2011-12-31$574,420
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$43,521
Expenses. Other expenses not covered elsewhere2011-12-31$6,476
Other income received2011-12-31$-31,206
Net income (gross income less expenses)2011-12-31$35,824
Net plan assets at end of year (total assets less liabilities)2011-12-31$610,244
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$574,420
Total contributions received or receivable from employer(s)2011-12-31$31,982
2010 : ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$127,530
Expenses. Total of all expenses incurred2010-12-31$21,361
Benefits paid (including direct rollovers)2010-12-31$15,712
Total plan assets at end of year2010-12-31$574,420
Total plan assets at beginning of year2010-12-31$468,251
Value of fidelity bond covering the plan2010-12-31$80,000
Total contributions received or receivable from participants2010-12-31$42,073
Expenses. Other expenses not covered elsewhere2010-12-31$125
Contributions received from other sources (not participants or employers)2010-12-31$618
Other income received2010-12-31$73,902
Net income (gross income less expenses)2010-12-31$106,169
Net plan assets at end of year (total assets less liabilities)2010-12-31$574,420
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$468,251
Total contributions received or receivable from employer(s)2010-12-31$10,937
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,524

Form 5500 Responses for ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN

2023: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERTS & ROBERTS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90865
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90865
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90865
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90865
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90865
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90865
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90865
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90865
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90865
Policy instance 1

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