ROBERTS & REITER, P.A. has sponsored the creation of one or more 401k plans.
Additional information about ROBERTS & REITER, P.A.
Submission information for form 5500 for 401k plan ROBERTS & REITER, P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERTS & REITER, P.A. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-09 | 14188 |
| Net assets as of the end of the plan year | 2025-10-09 | 2627912 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 2331645 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 55557 |
| Value of participant loans at end of plan year | 2025-10-09 | 13244 |
| Other income to plan in this plan year | 2025-10-09 | 216283 |
| Plan net income in this plan year | 2025-10-09 | 296267 |
| Net assets as of the end of the plan year | 2025-10-09 | 2627912 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 2331645 |
| Employer contributions to plan in this plan year | 2025-10-09 | 38615 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 11562 |
| 2024 : ROBERTS & REITER, P.A. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-09 | 1700 |
| Total expenses incurred by plan in this plan year | 2024-10-09 | 150488 |
| Net assets as of the end of the plan year | 2024-10-09 | 2331645 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 2094618 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 34765 |
| Value of participant loans at end of plan year | 2024-10-09 | 17559 |
| Other expenses paid from plan in this plan year | 2024-10-09 | 9848 |
| Other income to plan in this plan year | 2024-10-09 | 319209 |
| Plan net income in this plan year | 2024-10-09 | 238727 |
| Net assets as of the end of the plan year | 2024-10-09 | 2331645 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 2092918 |
| Employer contributions to plan in this plan year | 2024-10-09 | 35241 |
| Fees paid to broker by Benefit Provider | 2024-10-09 | 9846 |
| 2016 : ROBERTS & REITER, P.A. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $339,634 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $3,449,056 |
| Total plan assets at beginning of year | 2016-12-31 | $3,109,422 |
| Total contributions received or receivable from participants | 2016-12-31 | $36,261 |
| Other income received | 2016-12-31 | $258,429 |
| Net income (gross income less expenses) | 2016-12-31 | $339,634 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,449,056 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,109,422 |
| Assets. Value of participant loans | 2016-12-31 | $4,809 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $44,944 |
| 2015 : ROBERTS & REITER, P.A. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-96,957 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $9,793 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $9,793 |
| Total plan assets at end of year | 2015-12-31 | $3,109,422 |
| Total plan assets at beginning of year | 2015-12-31 | $3,216,172 |
| Total contributions received or receivable from participants | 2015-12-31 | $36,644 |
| Other income received | 2015-12-31 | $-191,395 |
| Net income (gross income less expenses) | 2015-12-31 | $-106,750 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,109,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,216,172 |
| Assets. Value of participant loans | 2015-12-31 | $6,854 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $57,794 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2016: ROBERTS & REITER, P.A. PROFIT SHARING 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: ROBERTS & REITER, P.A. PROFIT SHARING 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 |
