401k Plan data: ROBERTS & ROBERTS DEFINED BENEFIT PLAN plan

ROBERTS & ROBERTS DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	ROBERTS & ROBERTS DEFINED BENEFIT PLAN
Plan identification number	002

ROBERTS & ROBERTS DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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 DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 CHARLES ROBERTS, DDS 2021-01-19
002 2019-01-01 CHARLES ROBERTS, DDS 2020-07-10
002 2018-01-01 CHARLES ROBERTS, DDS 2019-09-24
002 2017-01-01
002 2016-01-01
002 2015-01-01 CHARLES ROBERTS, DDS
002 2014-01-01 CHARLES ROBERTS, D.D.S.
002 2013-01-01 CHARLES ROBERTS
002 2012-01-01 CHARLES ROBERTS
002 2011-01-01 CHARLES ROBERTS
002 2009-01-01 CHARLES ROBERTS
002 2009-01-01 CHARLES ROBERTS
002 2009-01-01 CHARLES ROBERTS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01	CHARLES ROBERTS, DDS	2021-01-19
002	2019-01-01	CHARLES ROBERTS, DDS	2020-07-10
002	2018-01-01	CHARLES ROBERTS, DDS	2019-09-24
002	2017-01-01
002	2016-01-01
002	2015-01-01	CHARLES ROBERTS, DDS
002	2014-01-01	CHARLES ROBERTS, D.D.S.
002	2013-01-01	CHARLES ROBERTS
002	2012-01-01	CHARLES ROBERTS
002	2011-01-01	CHARLES ROBERTS
002	2009-01-01	CHARLES ROBERTS
002	2009-01-01	CHARLES ROBERTS
002	2009-01-01	CHARLES ROBERTS

Plan Statistics for ROBERTS & ROBERTS DEFINED BENEFIT PLAN

401k plan membership statisitcs for ROBERTS & ROBERTS DEFINED BENEFIT PLAN

Measure Date Value
2020: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,564,694
Acturial value of plan assets 2019-12-31 1,564,694
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 17,888
Active participant vested funding target 2019-12-31 1,609,781
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 1,609,781
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 1,627,669
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 206,275
Prefunding balanced used to offset prior years funding requirement 2019-12-31 88,430
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 117,845
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 109,101
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 175,481
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 19,465
Prefunding balance elected to use to offset funding requirement 2019-12-31 19,465
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,380,296
Acturial value of plan assets 2018-12-31 1,380,296
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 15,244
Active participant vested funding target 2018-12-31 1,397,631
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 1,397,631
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 1,412,875
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 194,669
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 194,669
Present value of excess contributions 2018-12-31 15,608
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 15,608
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 15,608
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 21,834
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 206,275
Total employer contributions 2018-12-31 50,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 48,164
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 100,623
Net shortfall amortization installment of oustanding balance 2018-12-31 250,240
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 141,475
Prefunding balance elected to use to offset funding requirement 2018-12-31 93,311
Additional cash requirement 2018-12-31 48,164
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 48,164
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,357,888
Acturial value of plan assets 2017-12-31 1,357,888
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,145,593
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 1,145,775
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 1,145,775
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 150,000
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 150,000
Present value of excess contributions 2017-12-31 40,694
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 40,694
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 40,694
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 194,669
Total employer contributions 2017-12-31 130,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 125,043
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 115,744
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 109,435
Additional cash requirement 2017-12-31 109,435
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 125,043
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,121,616
Acturial value of plan assets 2016-12-31 1,121,616
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 947,897
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 947,897
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 947,897
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 242,541
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 242,541
Present value of excess contributions 2016-12-31 178,904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 178,904
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 178,904
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 265,794
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 150,000
Total employer contributions 2016-12-31 130,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 127,422
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 101,582
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 86,728
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 86,728
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 127,422
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
2011: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
2009: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4

Measure	Date	Value
2020: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,564,694
Acturial value of plan assets	2019-12-31	1,564,694
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	17,888
Active participant vested funding target	2019-12-31	1,609,781
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	1,609,781
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	1,627,669
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	206,275
Prefunding balanced used to offset prior years funding requirement	2019-12-31	88,430
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	117,845
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	109,101
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	175,481
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	19,465
Prefunding balance elected to use to offset funding requirement	2019-12-31	19,465
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,380,296
Acturial value of plan assets	2018-12-31	1,380,296
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	15,244
Active participant vested funding target	2018-12-31	1,397,631
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	1,397,631
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,412,875
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	194,669
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	194,669
Present value of excess contributions	2018-12-31	15,608
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	15,608
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	15,608
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	21,834
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	206,275
Total employer contributions	2018-12-31	50,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	48,164
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	100,623
Net shortfall amortization installment of oustanding balance	2018-12-31	250,240
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	141,475
Prefunding balance elected to use to offset funding requirement	2018-12-31	93,311
Additional cash requirement	2018-12-31	48,164
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	48,164
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,357,888
Acturial value of plan assets	2017-12-31	1,357,888
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,145,593
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,145,775
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	1,145,775
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	150,000
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	150,000
Present value of excess contributions	2017-12-31	40,694
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	40,694
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	40,694
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	194,669
Total employer contributions	2017-12-31	130,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	125,043
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	115,744
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	109,435
Additional cash requirement	2017-12-31	109,435
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	125,043
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,121,616
Acturial value of plan assets	2016-12-31	1,121,616
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	947,897
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	947,897
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	947,897
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	242,541
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	242,541
Present value of excess contributions	2016-12-31	178,904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	178,904
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	178,904
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	265,794
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	150,000
Total employer contributions	2016-12-31	130,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	127,422
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	101,582
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	86,728
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	86,728
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	127,422
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
2011: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
2009: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4

Financial Data on ROBERTS & ROBERTS DEFINED BENEFIT PLAN

Measure	Date	Value
2020 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2020 401k financial data
Transfers to/from the plan	2020-11-30	$0
Total plan liabilities at end of year	2020-11-30	$0
Total plan liabilities at beginning of year	2020-11-30	$0
Total income from all sources	2020-11-30	$76,450
Expenses. Total of all expenses incurred	2020-11-30	$1,725,819
Benefits paid (including direct rollovers)	2020-11-30	$1,717,024
Total plan assets at end of year	2020-11-30	$0
Total plan assets at beginning of year	2020-11-30	$1,649,369
Value of fidelity bond covering the plan	2020-11-30	$350,000
Total contributions received or receivable from participants	2020-11-30	$0
Expenses. Other expenses not covered elsewhere	2020-11-30	$0
Contributions received from other sources (not participants or employers)	2020-11-30	$0
Other income received	2020-11-30	$76,450
Noncash contributions received	2020-11-30	$0
Net income (gross income less expenses)	2020-11-30	$-1,649,369
Net plan assets at end of year (total assets less liabilities)	2020-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-11-30	$1,649,369
Assets. Value of assets in partnership/joint-venture interests	2020-11-30	$0
Total contributions received or receivable from employer(s)	2020-11-30	$0
Value of certain deemed distributions of participant loans	2020-11-30	$0
Value of corrective distributions	2020-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-11-30	$8,795
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-11-30	$0
2019 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$225,601
Expenses. Total of all expenses incurred	2019-12-31	$6,528
Total plan assets at end of year	2019-12-31	$1,649,369
Total plan assets at beginning of year	2019-12-31	$1,430,296
Value of fidelity bond covering the plan	2019-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$6,528
Other income received	2019-12-31	$225,601
Net income (gross income less expenses)	2019-12-31	$219,073
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,649,369
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,430,296
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$299,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-103,543
Expenses. Total of all expenses incurred	2018-12-31	$4,049
Total plan assets at end of year	2018-12-31	$1,380,296
Total plan assets at beginning of year	2018-12-31	$1,487,888
Value of fidelity bond covering the plan	2018-12-31	$350,000
Other income received	2018-12-31	$-103,543
Net income (gross income less expenses)	2018-12-31	$-107,592
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,380,296
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,487,888
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$290,303
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4,049
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$241,122
Expenses. Total of all expenses incurred	2017-12-31	$4,850
Total plan assets at end of year	2017-12-31	$1,487,888
Total plan assets at beginning of year	2017-12-31	$1,251,616
Value of fidelity bond covering the plan	2017-12-31	$250,000
Other income received	2017-12-31	$111,122
Net income (gross income less expenses)	2017-12-31	$236,272
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,487,888
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,251,616
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$130,000
Total contributions received or receivable from employer(s)	2017-12-31	$130,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$157,531
Expenses. Total of all expenses incurred	2016-12-31	$3,397
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,251,616
Total plan assets at beginning of year	2016-12-31	$1,097,482
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$27,531
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$154,134
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,251,616
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,097,482
Total contributions received or receivable from employer(s)	2016-12-31	$130,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,397
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$179,892
Expenses. Total of all expenses incurred	2015-12-31	$3,892
Benefits paid (including direct rollovers)	2015-12-31	$1,331
Total plan assets at end of year	2015-12-31	$1,097,482
Total plan assets at beginning of year	2015-12-31	$921,482
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-20,108
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$176,000
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,097,482
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$921,482
Total contributions received or receivable from employer(s)	2015-12-31	$200,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,561
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$223,402
Expenses. Total of all expenses incurred	2014-12-31	$2,324
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$921,482
Total plan assets at beginning of year	2014-12-31	$700,404
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$0
Noncash contributions received	2014-12-31	$23,402
Net income (gross income less expenses)	2014-12-31	$221,078
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$921,482
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$700,404
Total contributions received or receivable from employer(s)	2014-12-31	$200,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,324
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$157,506
Expenses. Total of all expenses incurred	2013-12-31	$1,859
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$700,404
Total plan assets at beginning of year	2013-12-31	$544,757
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$42,506
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$155,647
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$700,404
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$544,757
Total contributions received or receivable from employer(s)	2013-12-31	$115,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,859
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$145,829
Expenses. Total of all expenses incurred	2012-12-31	$761
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$544,757
Total plan assets at beginning of year	2012-12-31	$399,689
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$23,824
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$145,068
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$544,757
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$399,689
Total contributions received or receivable from employer(s)	2012-12-31	$122,005
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$761
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$126,660
Expenses. Total of all expenses incurred	2011-12-31	$258
Benefits paid (including direct rollovers)	2011-12-31	$153
Total plan assets at end of year	2011-12-31	$399,689
Total plan assets at beginning of year	2011-12-31	$273,287
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$6,660
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$126,402
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$399,689
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$273,287
Total contributions received or receivable from employer(s)	2011-12-31	$120,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$123,392
Expenses. Total of all expenses incurred	2010-12-31	$105
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$273,287
Total plan assets at beginning of year	2010-12-31	$150,000
Value of fidelity bond covering the plan	2010-12-31	$80,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$942
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$123,287
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$273,287
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$150,000
Total contributions received or receivable from employer(s)	2010-12-31	$122,450
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for ROBERTS & ROBERTS DEFINED BENEFIT PLAN

2020: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERTS & ROBERTS DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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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