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ROBERTS & ROBERTS PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERTS & ROBERTS PROFIT SHARING PLAN
Plan identification number 001

ROBERTS & ROBERTS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

THE ROBERTS LAW FIRM, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE ROBERTS LAW FIRM, A PROFESSIONAL CORPORATION
Employer identification number (EIN):751871589
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about THE ROBERTS LAW FIRM, A PROFESSIONAL CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1982-03-19
Company Identification Number: 0090749302
Legal Registered Office Address: 118 W 4TH ST

TYLER
United States of America (USA)
75701

More information about THE ROBERTS LAW FIRM, A PROFESSIONAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS & ROBERTS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RANDELL ROBERTS2013-05-09 RANDELL ROBERTS2013-05-09
0012011-01-01RANDELL ROBERTS2012-02-09 RANDELL ROBERTS2012-02-09
0012010-01-01RANDELL ROBERTS2011-02-24 RANDELL ROBERTS2011-02-24

Financial Data on ROBERTS & ROBERTS PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERTS & ROBERTS PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-260
Total liabilities as of the end of the plan year2025-03-26112
Total liabilities as of the beginning of the plan year2025-03-26322
Total expenses incurred by plan in this plan year2025-03-2691985
Net assets as of the end of the plan year2025-03-2617197568
Total assets as of the beginning of the plan year2025-03-2614657163
Value of plan covered by a fidelity bond2025-03-26500000
Participant contributions to plan in this plan year2025-03-26262230
Other expenses paid from plan in this plan year2025-03-260
Other contributions to plan in this plan year2025-03-260
Other income to plan in this plan year2025-03-262114001
Plan net income in this plan year2025-03-262540615
Net assets as of the end of the plan year2025-03-2617197456
Net assets as of the beginning of the plan year2025-03-2614656841
Employer contributions to plan in this plan year2025-03-26256369
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2650830
2024 : ROBERTS & ROBERTS PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-100
Total liabilities as of the end of the plan year2024-05-10322
Total liabilities as of the beginning of the plan year2024-05-1047
Total expenses incurred by plan in this plan year2024-05-10194266
Net assets as of the end of the plan year2024-05-1014657163
Total assets as of the beginning of the plan year2024-05-1012369736
Value of plan covered by a fidelity bond2024-05-10500000
Participant contributions to plan in this plan year2024-05-10241750
Value of participant loans at end of plan year2024-05-1038729
Other expenses paid from plan in this plan year2024-05-100
Other contributions to plan in this plan year2024-05-105298
Other income to plan in this plan year2024-05-101982267
Plan net income in this plan year2024-05-102287152
Net assets as of the end of the plan year2024-05-1014656841
Net assets as of the beginning of the plan year2024-05-1012369689
Employer contributions to plan in this plan year2024-05-10252103
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1042527
2022 : ROBERTS & ROBERTS PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-180
Total liabilities as of the end of the plan year2022-04-1869
Total liabilities as of the beginning of the plan year2022-04-1869
Total expenses incurred by plan in this plan year2022-04-18411922
Net assets as of the end of the plan year2022-04-1814086188
Total assets as of the beginning of the plan year2022-04-1812030560
Value of plan covered by a fidelity bond2022-04-18500000
Participant contributions to plan in this plan year2022-04-18157094
Value of participant loans at end of plan year2022-04-1855039
Other expenses paid from plan in this plan year2022-04-180
Other contributions to plan in this plan year2022-04-180
Other income to plan in this plan year2022-04-182104725
Plan net income in this plan year2022-04-182055628
Net assets as of the end of the plan year2022-04-1814086119
Net assets as of the beginning of the plan year2022-04-1812030491
Employer contributions to plan in this plan year2022-04-18205731
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-1841871

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