401k Plan data: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN plan

ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan Name	ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN
Plan identification number	001

ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

ROBERT AND COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ROBERT AND COMPANY

Employer identification number (EIN): 580404938

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Additional information about ROBERT AND COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 1942-02-28

Company Identification Number: 618520

More information about ROBERT AND COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOHN MOORE
001 2017-01-01 JOHN MOORE
001 2016-01-01 JOHN MOORE
001 2015-01-01 JOHN MOORE
001 2014-01-01 JOHN MOORE
001 2013-01-01 JOHN MOORE
001 2012-01-01 MICHAEL KLUTTZ MICHAEL KLUTTZ 2013-10-08
001 2011-01-01 MICHAEL KLUTTZ
001 2009-01-01 MICHAEL KLUTTZ

Plan Statistics for ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 43
Number of other retired or separated participants entitled to future benefits 2022-01-01 18
Total of all active and inactive participants 2022-01-01 61
Total participants 2022-01-01 61
Number of participants with account balances 2022-01-01 42
2021: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 42
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 63
Number of participants with account balances 2021-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 54
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 66
Total participants 2020-01-01 66
Number of participants with account balances 2020-01-01 46
2019: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 37
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 12
Total of all active and inactive participants 2019-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 49
Number of participants with account balances 2019-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 35
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 10
Total of all active and inactive participants 2018-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 45
Number of participants with account balances 2018-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 36
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 12
Total of all active and inactive participants 2017-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 48
Number of participants with account balances 2017-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 41
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 12
Total of all active and inactive participants 2016-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 53
Number of participants with account balances 2016-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
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 12
Total of all active and inactive participants 2015-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 55
Number of participants with account balances 2015-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 59
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 13
Total of all active and inactive participants 2014-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 72
Number of participants with account balances 2014-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 58
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 12
Total of all active and inactive participants 2013-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 70
Number of participants with account balances 2013-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
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 11
Total of all active and inactive participants 2012-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 64
Number of participants with account balances 2012-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 57
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 9
Total of all active and inactive participants 2011-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 67
Number of participants with account balances 2011-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 68
Number of participants with account balances 2009-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	43
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	61
Total participants	2022-01-01	61
Number of participants with account balances	2022-01-01	42
2021: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	42
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	63
Number of participants with account balances	2021-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	54
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	66
Total participants	2020-01-01	66
Number of participants with account balances	2020-01-01	46
2019: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	37
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	12
Total of all active and inactive participants	2019-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	49
Number of participants with account balances	2019-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	35
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	10
Total of all active and inactive participants	2018-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	45
Number of participants with account balances	2018-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	36
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	12
Total of all active and inactive participants	2017-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	48
Number of participants with account balances	2017-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	41
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	12
Total of all active and inactive participants	2016-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	53
Number of participants with account balances	2016-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
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	12
Total of all active and inactive participants	2015-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	55
Number of participants with account balances	2015-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	59
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	13
Total of all active and inactive participants	2014-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	72
Number of participants with account balances	2014-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	58
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	12
Total of all active and inactive participants	2013-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	70
Number of participants with account balances	2013-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
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	11
Total of all active and inactive participants	2012-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	64
Number of participants with account balances	2012-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	57
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	9
Total of all active and inactive participants	2011-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	67
Number of participants with account balances	2011-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	68
Number of participants with account balances	2009-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN

Measure	Date	Value
2022 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-749,404
Expenses. Total of all expenses incurred	2022-12-31	$498,919
Benefits paid (including direct rollovers)	2022-12-31	$498,894
Total plan assets at end of year	2022-12-31	$4,680,327
Total plan assets at beginning of year	2022-12-31	$5,928,650
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$129,763
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$29,183
Other income received	2022-12-31	$-932,310
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,248,323
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,680,327
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,928,650
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$23,960
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$25
2021 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$795,624
Expenses. Total of all expenses incurred	2021-12-31	$59,604
Benefits paid (including direct rollovers)	2021-12-31	$59,579
Total plan assets at end of year	2021-12-31	$5,928,650
Total plan assets at beginning of year	2021-12-31	$5,192,630
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$107,916
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$6,302
Other income received	2021-12-31	$662,212
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$736,020
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,928,650
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,192,630
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$19,194
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$25
2020 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$866,688
Expenses. Total of all expenses incurred	2020-12-31	$90,305
Benefits paid (including direct rollovers)	2020-12-31	$90,280
Total plan assets at end of year	2020-12-31	$5,192,630
Total plan assets at beginning of year	2020-12-31	$4,416,247
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$147,901
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$41,449
Other income received	2020-12-31	$652,603
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$776,383
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,192,630
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,416,247
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$24,735
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$25
2019 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
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	$986,974
Expenses. Total of all expenses incurred	2019-12-31	$88,114
Benefits paid (including direct rollovers)	2019-12-31	$88,114
Total plan assets at end of year	2019-12-31	$4,416,247
Total plan assets at beginning of year	2019-12-31	$3,517,387
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$128,749
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$109,948
Other income received	2019-12-31	$725,939
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$898,860
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,416,247
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,517,387
Total contributions received or receivable from employer(s)	2019-12-31	$22,338
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-50,627
Expenses. Total of all expenses incurred	2018-12-31	$629,920
Benefits paid (including direct rollovers)	2018-12-31	$629,920
Total plan assets at end of year	2018-12-31	$3,517,387
Total plan assets at beginning of year	2018-12-31	$4,197,934
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$149,331
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-227,244
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-680,547
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,517,387
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,197,934
Total contributions received or receivable from employer(s)	2018-12-31	$27,286
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$773,698
Expenses. Total of all expenses incurred	2017-12-31	$629,044
Benefits paid (including direct rollovers)	2017-12-31	$628,919
Total plan assets at end of year	2017-12-31	$4,197,934
Total plan assets at beginning of year	2017-12-31	$4,053,280
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$117,893
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$634,971
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$144,654
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,197,934
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,053,280
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$20,834
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$125
2016 : ROBERT AND COMPANY SAVINGS AND INVESTMENT 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	$439,610
Expenses. Total of all expenses incurred	2016-12-31	$1,227,491
Benefits paid (including direct rollovers)	2016-12-31	$1,225,625
Total plan assets at end of year	2016-12-31	$4,053,280
Total plan assets at beginning of year	2016-12-31	$4,841,161
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$134,686
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	$284,266
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-787,881
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,053,280
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,841,161
Total contributions received or receivable from employer(s)	2016-12-31	$20,658
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$1,766
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$100
2015 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
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	$289,439
Expenses. Total of all expenses incurred	2015-12-31	$2,578,226
Benefits paid (including direct rollovers)	2015-12-31	$2,578,101
Total plan assets at end of year	2015-12-31	$4,841,161
Total plan assets at beginning of year	2015-12-31	$7,129,948
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$210,202
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	$50,075
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-2,288,787
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,841,161
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,129,948
Total contributions received or receivable from employer(s)	2015-12-31	$29,162
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	$125
2014 : ROBERT AND COMPANY SAVINGS AND INVESTMENT 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	$580,359
Expenses. Total of all expenses incurred	2014-12-31	$790,122
Benefits paid (including direct rollovers)	2014-12-31	$790,072
Total plan assets at end of year	2014-12-31	$7,129,948
Total plan assets at beginning of year	2014-12-31	$7,339,711
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$301,534
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	$234,213
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-209,763
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,129,948
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,339,711
Total contributions received or receivable from employer(s)	2014-12-31	$44,612
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	$50
2013 : ROBERT AND COMPANY SAVINGS AND INVESTMENT 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 income from all sources	2013-12-31	$1,317,054
Expenses. Total of all expenses incurred	2013-12-31	$96,919
Benefits paid (including direct rollovers)	2013-12-31	$96,865
Total plan assets at end of year	2013-12-31	$7,339,711
Total plan assets at beginning of year	2013-12-31	$6,119,576
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$292,317
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$14,995
Other income received	2013-12-31	$968,137
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,220,135
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,339,711
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,119,576
Total contributions received or receivable from employer(s)	2013-12-31	$41,605
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$29
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$25
2012 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$776,781
Expenses. Total of all expenses incurred	2012-12-31	$871,576
Benefits paid (including direct rollovers)	2012-12-31	$865,789
Total plan assets at end of year	2012-12-31	$6,119,576
Total plan assets at beginning of year	2012-12-31	$6,214,371
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$239,621
Other income received	2012-12-31	$500,343
Net income (gross income less expenses)	2012-12-31	$-94,795
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,119,576
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,214,371
Total contributions received or receivable from employer(s)	2012-12-31	$36,817
Value of corrective distributions	2012-12-31	$5,160
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$627
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-119,441
Expenses. Total of all expenses incurred	2011-12-31	$1,153,031
Benefits paid (including direct rollovers)	2011-12-31	$1,143,563
Total plan assets at end of year	2011-12-31	$6,214,371
Total plan assets at beginning of year	2011-12-31	$7,486,843
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$249,307
Other income received	2011-12-31	$-406,266
Net income (gross income less expenses)	2011-12-31	$-1,272,472
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,214,371
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,486,843
Total contributions received or receivable from employer(s)	2011-12-31	$37,518
Value of corrective distributions	2011-12-31	$7,444
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,024
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,031,917
Expenses. Total of all expenses incurred	2010-12-31	$558,058
Benefits paid (including direct rollovers)	2010-12-31	$554,590
Total plan assets at end of year	2010-12-31	$7,486,843
Total plan assets at beginning of year	2010-12-31	$7,012,984
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$258,985
Other income received	2010-12-31	$733,569
Net income (gross income less expenses)	2010-12-31	$473,859
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,486,843
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,012,984
Total contributions received or receivable from employer(s)	2010-12-31	$39,363
Value of corrective distributions	2010-12-31	$1,419
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,049
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN

2022: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT AND COMPANY SAVINGS AND INVESTMENT 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: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT AND COMPANY SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT AND COMPANY
Employer identification number (EIN):	580404938
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	1942-02-28
Company Identification Number:	618520