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Plan Name | ROBERTS & ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ROBERTS & ASSOCIATES, PLLC |
Employer identification number (EIN): | 562386438 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | JACK ROBERTS | 2023-05-30 | ||
001 | 2021-01-01 | JACK ROBERTS | 2022-05-23 | ||
001 | 2020-01-01 | JACK ROBERTS | 2021-06-02 | ||
001 | 2019-01-01 | WENDY ALEXONIS | 2020-07-09 | ||
001 | 2018-01-01 | WENDY ALEXONIS | 2019-05-30 | ||
001 | 2017-01-01 | WENDY ALEXONIS | 2018-06-19 | ||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | SHARON KENNEDY, APA, QPA, QKA, ERPA | 2015-09-16 | ||
001 | 2013-01-01 | SHARON KENNEDY, APA, QPA, QKA, ERPA | 2014-07-24 | ||
001 | 2012-01-01 | SHARON KENNEDY, APA, QPA, QKA, ERPA | 2013-10-01 | ||
001 | 2011-01-01 | SHARON KENNEDY APA, QPA, QKA, ERPA | 2012-09-10 | ||
001 | 2010-01-01 | ALAN GOLD, CPA | 2011-07-27 |