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| Plan Name | ROBERTSON & ASSOCIATES (WELFARE PLAN) |
| Plan identification number | 951 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | ROBERTSON AND ASSOCIATES, INC. D/B/A THE COLONNADE GROUP |
| Employer identification number (EIN): | 630942884 |
| NAIC Classification: | 711210 |
| NAIC Description: | Spectator Sports |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 951 | 2021-01-01 | W. HAL SHEPHERD | 2022-07-20 | W. HAL SHEPHERD | 2022-07-20 |
| 951 | 2020-01-01 | W. HAL SHEPHERD | 2021-07-23 | W. HAL SHEPHERD | 2021-07-23 |
| 951 | 2019-01-01 | W. HAL SHEPHERD | 2020-07-30 | W. HAL SHEPHERD | 2020-07-30 |
| 951 | 2018-01-01 | WILSON SHEPHERD | 2019-07-26 | ||
| 951 | 2017-01-01 | WILSON SHEPHERD | 2018-07-31 | ||
| 951 | 2016-07-01 | WILSON SHEPHERD | 2018-07-31 |
| Measure | Date | Value |
|---|---|---|
| 2022 : ROBERTSON & ASSOCIATES (WELFARE PLAN) 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-07-29 | 39178 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 39178 |
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