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| Plan Name | THE ROBERTS GROUP PSC CBS BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | THE ROBERTS GROUP, PSC |
| Employer identification number (EIN): | 611168297 |
| NAIC Classification: | 541310 |
| NAIC Description: | Architectural Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-06-01 | JOSEPH HSU | 2024-12-30 | ||
| 501 | 2022-06-01 | SHAWNA BURTON | 2023-12-27 | ||
| 501 | 2022-04-01 | SHAWNA BURTON | 2022-12-29 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE ROBERTS GROUP PSC CBS BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-12-30 | 5137 |
| Total liabilities as of the beginning of the plan year | 2024-12-30 | 1752 |
| Total expenses incurred by plan in this plan year | 2024-12-30 | 94576 |
| Net assets as of the end of the plan year | 2024-12-30 | 6845 |
| Total assets as of the beginning of the plan year | 2024-12-30 | 2230 |
| Value of plan covered by a fidelity bond | 2024-12-30 | 1000000 |
| Participant contributions to plan in this plan year | 2024-12-30 | 19027 |
| Other expenses paid from plan in this plan year | 2024-12-30 | 0 |
| Other contributions to plan in this plan year | 2024-12-30 | 0 |
| Other income to plan in this plan year | 2024-12-30 | 672 |
| Plan net income in this plan year | 2024-12-30 | 1230 |
| Net assets as of the end of the plan year | 2024-12-30 | 1708 |
| Net assets as of the beginning of the plan year | 2024-12-30 | 478 |
| Employer contributions to plan in this plan year | 2024-12-30 | 76107 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-30 | 6019 |
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