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ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • 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 ABBEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT ABBEY, INC.
Employer identification number (EIN):621230413
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01ALLAN GEIGER2021-03-15
0012019-01-01
0012018-01-01
0012017-01-01KENNETH WILKINSON
0012016-01-01KENNETH WILKINSON
0012015-01-01KENNETH WILKINSON
0012014-01-01KENNETH WILKINSON
0012013-01-01KENNETH WILKINSON
0012012-01-01KENNETH WILKINSON
0012011-01-01KENNETH WILKINSON
0012009-01-01KENNETH WILKINSON

Plan Statistics for ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2019: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01109
Total number of active participants reported on line 7a of the Form 55002019-01-0193
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0198
Total participants2019-01-0198
Number of participants with account balances2019-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-01105
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01108
Number of participants with account balances2018-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01125
Total number of active participants reported on line 7a of the Form 55002017-01-01112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01113
Number of participants with account balances2017-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01133
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-01121
Total participants2016-01-01121
Number of participants with account balances2016-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-01122
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01128
Total participants2015-01-01128
Number of participants with account balances2015-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-01127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01130
Total participants2014-01-01130
Number of participants with account balances2014-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01132
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-01134
Total participants2013-01-01134
Number of participants with account balances2013-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-01127
Total participants2012-01-01127
Number of participants with account balances2012-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01124
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-01122
Total participants2011-01-01122
Number of participants with account balances2011-01-0149
2009: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-01126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01127
Number of participants with account balances2009-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,656
Total income from all sources (including contributions)2019-12-31$652,751
Total of all expenses incurred2019-12-31$1,210,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,176,696
Expenses. Certain deemed distributions of participant loans2019-12-31$1,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$190,859
Value of total assets at end of year2019-12-31$2,649,495
Value of total assets at beginning of year2019-12-31$3,207,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,781
Total interest from all sources2019-12-31$11,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,150
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$154,120
Participant contributions at end of year2019-12-31$248,330
Participant contributions at beginning of year2019-12-31$163,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,656
Administrative expenses (other) incurred2019-12-31$1,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-557,679
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,646,537
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,204,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,401,165
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,044,559
Interest on participant loans2019-12-31$11,236
Net investment gain/loss from pooled separate accounts2019-12-31$450,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$36,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,176,696
Contract administrator fees2019-12-31$28,434
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROWE HOLLAND TROUTMAN PLLC
Accountancy firm EIN2019-12-31561000389
2018 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,328
Total income from all sources (including contributions)2018-12-31$94,445
Total of all expenses incurred2018-12-31$59,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$45,056
Expenses. Certain deemed distributions of participant loans2018-12-31$2,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$239,656
Value of total assets at end of year2018-12-31$3,207,872
Value of total assets at beginning of year2018-12-31$3,170,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,842
Total interest from all sources2018-12-31$8,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,050
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$175,536
Participant contributions at end of year2018-12-31$163,313
Participant contributions at beginning of year2018-12-31$146,833
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,328
Other income not declared elsewhere2018-12-31$1,181
Administrative expenses (other) incurred2018-12-31$992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$34,717
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,204,216
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,169,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$9,800
Value of interest in pooled separate accounts at end of year2018-12-31$3,044,559
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,023,923
Interest on participant loans2018-12-31$8,172
Net investment gain/loss from pooled separate accounts2018-12-31$-154,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$64,120
Employer contributions (assets) at beginning of year2018-12-31$71
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$45,056
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ROWE HOLLAND TROUTMAN PLLC
Accountancy firm EIN2018-12-31561000389
2017 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,328
Total income from all sources (including contributions)2017-12-31$702,627
Total of all expenses incurred2017-12-31$108,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$94,753
Expenses. Certain deemed distributions of participant loans2017-12-31$8,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$292,872
Value of total assets at end of year2017-12-31$3,170,827
Value of total assets at beginning of year2017-12-31$2,574,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,231
Total interest from all sources2017-12-31$6,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,225
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$175,824
Participant contributions at end of year2017-12-31$146,833
Participant contributions at beginning of year2017-12-31$116,923
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$53,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,328
Other income not declared elsewhere2017-12-31$847
Administrative expenses (other) incurred2017-12-31$962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$594,564
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,169,499
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,574,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,044
Value of interest in pooled separate accounts at end of year2017-12-31$3,023,923
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,457,941
Interest on participant loans2017-12-31$6,317
Net investment gain/loss from pooled separate accounts2017-12-31$402,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$63,705
Employer contributions (assets) at end of year2017-12-31$71
Employer contributions (assets) at beginning of year2017-12-31$71
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$94,753
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ROWE HOLLAND TROUTMAN PLLC
Accountancy firm EIN2017-12-31561000389
2016 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,992
Total income from all sources (including contributions)2016-12-31$356,582
Total of all expenses incurred2016-12-31$14,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,168
Expenses. Certain deemed distributions of participant loans2016-12-31$8
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$205,208
Value of total assets at end of year2016-12-31$2,574,935
Value of total assets at beginning of year2016-12-31$2,242,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,730
Total interest from all sources2016-12-31$5,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$925
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$151,499
Participant contributions at end of year2016-12-31$116,923
Participant contributions at beginning of year2016-12-31$164,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,992
Other income not declared elsewhere2016-12-31$1,312
Administrative expenses (other) incurred2016-12-31$251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$341,676
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,574,935
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,233,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,554
Value of interest in pooled separate accounts at end of year2016-12-31$2,457,941
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,077,966
Interest on participant loans2016-12-31$5,895
Net investment gain/loss from pooled separate accounts2016-12-31$144,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$53,709
Employer contributions (assets) at end of year2016-12-31$71
Employer contributions (assets) at beginning of year2016-12-31$25
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,168
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ROWE HOLLAND TROUTMAN PLLC
Accountancy firm EIN2016-12-31561000389
2015 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,406
Total income from all sources (including contributions)2015-12-31$157,847
Total of all expenses incurred2015-12-31$134,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$130,096
Expenses. Certain deemed distributions of participant loans2015-12-31$19
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$204,793
Value of total assets at end of year2015-12-31$2,242,251
Value of total assets at beginning of year2015-12-31$2,218,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,265
Total interest from all sources2015-12-31$5,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,275
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$145,197
Participant contributions at end of year2015-12-31$164,260
Participant contributions at beginning of year2015-12-31$162,628
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,406
Other income not declared elsewhere2015-12-31$2,097
Administrative expenses (other) incurred2015-12-31$586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$23,467
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,233,259
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,209,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,404
Value of interest in pooled separate accounts at end of year2015-12-31$2,077,966
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,055,570
Interest on participant loans2015-12-31$5,994
Net investment gain/loss from pooled separate accounts2015-12-31$-55,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,870
Employer contributions (assets) at end of year2015-12-31$25
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$130,096
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ROWE HOLLAND TROUTMAN PLLC
Accountancy firm EIN2015-12-31561000389
2014 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,578
Total income from all sources (including contributions)2014-12-31$286,308
Total of all expenses incurred2014-12-31$61,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$57,683
Expenses. Certain deemed distributions of participant loans2014-12-31$874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$212,563
Value of total assets at end of year2014-12-31$2,218,198
Value of total assets at beginning of year2014-12-31$1,994,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,395
Total interest from all sources2014-12-31$4,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$157,376
Participant contributions at end of year2014-12-31$162,628
Participant contributions at beginning of year2014-12-31$76,289
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$224,356
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,209,792
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,985,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,395
Value of interest in pooled separate accounts at end of year2014-12-31$2,055,570
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,917,725
Interest on participant loans2014-12-31$4,137
Net investment gain/loss from pooled separate accounts2014-12-31$69,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$55,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$57,243
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ROWE HOLLAND TROUTMAN PLLC
Accountancy firm EIN2014-12-31561000389
2013 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,679
Total income from all sources (including contributions)2013-12-31$443,097
Total of all expenses incurred2013-12-31$17,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$183,011
Value of total assets at end of year2013-12-31$1,994,014
Value of total assets at beginning of year2013-12-31$1,566,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,862
Total interest from all sources2013-12-31$3,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$750
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$134,118
Participant contributions at end of year2013-12-31$76,289
Participant contributions at beginning of year2013-12-31$94,228
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$425,858
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,985,436
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,559,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,112
Interest on participant loans2013-12-31$3,938
Value of interest in common/collective trusts at end of year2013-12-31$1,917,725
Value of interest in common/collective trusts at beginning of year2013-12-31$1,472,029
Net investment gain/loss from pooled separate accounts2013-12-31$256,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$48,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,460
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ROWE HOLLAND TROUTMAN PLLC
Accountancy firm EIN2013-12-31561000389
2012 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$575
Total income from all sources (including contributions)2012-12-31$350,818
Total of all expenses incurred2012-12-31$88,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$80,312
Expenses. Certain deemed distributions of participant loans2012-12-31$235
Value of total corrective distributions2012-12-31$5,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$187,497
Value of total assets at end of year2012-12-31$1,566,257
Value of total assets at beginning of year2012-12-31$1,297,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,632
Total interest from all sources2012-12-31$4,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$825
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$136,461
Participant contributions at end of year2012-12-31$94,228
Participant contributions at beginning of year2012-12-31$89,504
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$262,432
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,559,578
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,297,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,807
Value of interest in pooled separate accounts at end of year2012-12-31$1,472,029
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,208,217
Interest on participant loans2012-12-31$4,761
Net investment gain/loss from pooled separate accounts2012-12-31$158,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$51,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$79,773
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ROWE HOLLAND TROUTMAN PLLC
Accountancy firm EIN2012-12-31561000389
2011 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$575
Total income from all sources (including contributions)2011-12-31$131,491
Total of all expenses incurred2011-12-31$17,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$171,782
Value of total assets at end of year2011-12-31$1,297,721
Value of total assets at beginning of year2011-12-31$1,184,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,512
Total interest from all sources2011-12-31$4,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$525
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$123,711
Participant contributions at end of year2011-12-31$89,504
Participant contributions at beginning of year2011-12-31$100,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$113,605
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,297,146
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,183,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,987
Value of interest in pooled separate accounts at end of year2011-12-31$1,208,217
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,083,247
Interest on participant loans2011-12-31$4,672
Net investment gain/loss from pooled separate accounts2011-12-31$-44,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$48,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,374
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ROWE HOLLAND TROUTMAN PLLC
Accountancy firm EIN2011-12-31561000389
2010 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$575
Total income from all sources (including contributions)2010-12-31$277,750
Total of all expenses incurred2010-12-31$46,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$36,563
Expenses. Certain deemed distributions of participant loans2010-12-31$5,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$143,564
Value of total assets at end of year2010-12-31$1,184,116
Value of total assets at beginning of year2010-12-31$952,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,663
Total interest from all sources2010-12-31$4,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$375
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$102,349
Participant contributions at end of year2010-12-31$100,869
Participant contributions at beginning of year2010-12-31$99,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$231,536
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,183,541
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$952,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,288
Value of interest in pooled separate accounts at end of year2010-12-31$1,083,247
Value of interest in pooled separate accounts at beginning of year2010-12-31$766,261
Income. Interest from loans (other than to participants)2010-12-31$4,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$85,927
Net investment gain/loss from pooled separate accounts2010-12-31$129,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$41,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$36,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ROWE HOLLAND TROUTMAN PLLC
Accountancy firm EIN2010-12-31561000389
2009 : ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN

2019: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT ABBEY, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96598
Policy instance 1
Insurance contract or identification number96598
Number of Individuals Covered55
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Commission paid to Insurance BrokerUSD $12,248
Insurance broker organization code?3
Amount paid for insurance broker fees4436
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96598
Policy instance 1
Insurance contract or identification number96598
Number of Individuals Covered75
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,930
Total amount of fees paid to insurance companyUSD $4,469
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,930
Insurance broker organization code?3
Amount paid for insurance broker fees4469
Insurance broker nameQUALIFIED PLAN ADMINISTRATORS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96598
Policy instance 1
Insurance contract or identification number96598
Number of Individuals Covered70
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,543
Total amount of fees paid to insurance companyUSD $1,275
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,543
Insurance broker organization code?3
Amount paid for insurance broker fees1275
Insurance broker nameQUALIFIED PLAN ADMINISTRATORS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96598
Policy instance 1
Insurance contract or identification number96598
Number of Individuals Covered73
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,095
Total amount of fees paid to insurance companyUSD $1,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,095
Insurance broker organization code?3
Amount paid for insurance broker fees1000
Insurance broker nameQUALIFIED PLAN ADMINISTRATORS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96598
Policy instance 1
Insurance contract or identification number96598
Number of Individuals Covered63
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,903
Total amount of fees paid to insurance companyUSD $750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,903
Insurance broker organization code?3
Amount paid for insurance broker fees750
Insurance broker nameQUALIFIED PLAN ADMINISTRATORS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96598
Policy instance 1
Insurance contract or identification number96598
Number of Individuals Covered60
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,188
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,473
Insurance broker organization code?3
Insurance broker nameQUALIFIED PLAN ADMINISTRATORS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96598
Policy instance 1
Insurance contract or identification number96598
Number of Individuals Covered122
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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