ROBERTSON & ASSOCIATES, CPAS, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERTSON & ASSOCIATES, CPAS 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERTSON & ASSOCIATES, CPAS 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-13 | 194035 |
| Net assets as of the end of the plan year | 2025-08-13 | 1489774 |
| Total assets as of the beginning of the plan year | 2025-08-13 | 1345773 |
| Value of plan covered by a fidelity bond | 2025-08-13 | 150000 |
| Participant contributions to plan in this plan year | 2025-08-13 | 100930 |
| Value of participant loans at end of plan year | 2025-08-13 | 15404 |
| Other income to plan in this plan year | 2025-08-13 | 204958 |
| Plan net income in this plan year | 2025-08-13 | 144001 |
| Net assets as of the end of the plan year | 2025-08-13 | 1489774 |
| Net assets as of the beginning of the plan year | 2025-08-13 | 1345773 |
| Value of contributions failed to transmitted timely | 2025-08-13 | 3228 |
| Employer contributions to plan in this plan year | 2025-08-13 | 32148 |
| Fees paid to broker by Benefit Provider | 2025-08-13 | 3593 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-13 | 3920 |
| 2024 : ROBERTSON & ASSOCIATES, CPAS 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-26 | 144274 |
| Net assets as of the end of the plan year | 2024-06-26 | 1345773 |
| Total assets as of the beginning of the plan year | 2024-06-26 | 1147087 |
| Value of plan covered by a fidelity bond | 2024-06-26 | 150000 |
| Participant contributions to plan in this plan year | 2024-06-26 | 93225 |
| Value of participant loans at end of plan year | 2024-06-26 | 27068 |
| Other income to plan in this plan year | 2024-06-26 | 216123 |
| Plan net income in this plan year | 2024-06-26 | 198686 |
| Net assets as of the end of the plan year | 2024-06-26 | 1345773 |
| Net assets as of the beginning of the plan year | 2024-06-26 | 1147087 |
| Employer contributions to plan in this plan year | 2024-06-26 | 33612 |
| Fees paid to broker by Benefit Provider | 2024-06-26 | 3004 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-26 | 1545 |
| 2012 : ROBERTSON & ASSOCIATES, CPAS 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $89,402 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $173,176 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $173,026 |
| Total plan assets at end of year | 2012-12-31 | $384,158 |
| Total plan assets at beginning of year | 2012-12-31 | $467,932 |
| Value of fidelity bond covering the plan | 2012-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $33,204 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $150 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $56,198 |
| Net income (gross income less expenses) | 2012-12-31 | $-83,774 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $384,158 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $467,932 |
| Assets. Value of participant loans | 2012-12-31 | $18,401 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $5,061 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : ROBERTSON & ASSOCIATES, CPAS 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $27,994 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $141,046 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $140,772 |
| Total plan assets at end of year | 2011-12-31 | $467,932 |
| Total plan assets at beginning of year | 2011-12-31 | $580,984 |
| Value of fidelity bond covering the plan | 2011-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $45,876 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $274 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $5,009 |
| Other income received | 2011-12-31 | $-22,891 |
| Net income (gross income less expenses) | 2011-12-31 | $-113,052 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $467,932 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $580,984 |
| Assets. Value of participant loans | 2011-12-31 | $37,057 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : ROBERTSON & ASSOCIATES, CPAS 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $145,187 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $220 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $580,984 |
| Total plan assets at beginning of year | 2010-12-31 | $436,017 |
| Value of fidelity bond covering the plan | 2010-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $68,685 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $220 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $76,502 |
| Net income (gross income less expenses) | 2010-12-31 | $144,967 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $580,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $436,017 |
| Assets. Value of participant loans | 2010-12-31 | $32,046 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2012: ROBERTSON & ASSOCIATES, CPAS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ROBERTSON & ASSOCIATES, CPAS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: ROBERTSON & ASSOCIATES, CPAS 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ROBERTSON & ASSOCIATES, CPAS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
