ROBERTS NISSAN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN ROBERTS NISSAN TOYOTA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHN ROBERTS NISSAN TOYOTA 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-24 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-24 | 709893 |
| Net assets as of the end of the plan year | 2025-06-24 | 3903378 |
| Total assets as of the beginning of the plan year | 2025-06-24 | 4008122 |
| Value of plan covered by a fidelity bond | 2025-06-24 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-24 | 263306 |
| Other expenses paid from plan in this plan year | 2025-06-24 | 0 |
| Other contributions to plan in this plan year | 2025-06-24 | 0 |
| Other income to plan in this plan year | 2025-06-24 | 311114 |
| Plan net income in this plan year | 2025-06-24 | -104744 |
| Net assets as of the end of the plan year | 2025-06-24 | 3903378 |
| Net assets as of the beginning of the plan year | 2025-06-24 | 4008122 |
| Employer contributions to plan in this plan year | 2025-06-24 | 30729 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-24 | 20699 |
| 2024 : JOHN ROBERTS NISSAN TOYOTA 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 826390 |
| Net assets as of the end of the plan year | 2024-10-11 | 4008122 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 4044386 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 291374 |
| Other expenses paid from plan in this plan year | 2024-10-11 | 0 |
| Other contributions to plan in this plan year | 2024-10-11 | 28552 |
| Other income to plan in this plan year | 2024-10-11 | 437982 |
| Plan net income in this plan year | 2024-10-11 | -36264 |
| Net assets as of the end of the plan year | 2024-10-11 | 4008122 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 4044386 |
| Employer contributions to plan in this plan year | 2024-10-11 | 32218 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 28685 |
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