| Plan Name | ROBERTS & CROW, INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ROBERTS & CROW, INC. |
| Employer identification number (EIN): | 752035469 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about ROBERTS & CROW, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1985-05-10 |
| Company Identification Number: | 0075147400 |
| Legal Registered Office Address: |
12221 MERIT DR STE 325 DALLAS United States of America (USA) 75251 |
More information about ROBERTS & CROW, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | BARRY CROW | 2024-04-24 | BARRY CROW | 2024-04-24 |
| 001 | 2022-01-01 | BARRY CROW | 2023-03-21 | BARRY CROW | 2023-03-21 |
| 001 | 2021-01-01 | BARRY CROW | 2022-10-05 | BARRY CROW | 2022-10-05 |
| 001 | 2020-01-01 | BARRY CROW | 2021-07-06 | BARRY CROW | 2021-07-06 |
| 001 | 2019-01-01 | BARRY CROW | 2020-07-08 | BARRY CROW | 2020-07-08 |
| 001 | 2018-01-01 | BARRY CROW | 2019-05-14 | BARRY CROW | 2019-05-14 |
| 001 | 2017-01-01 | BARRY CROW | 2018-03-26 | BARRY CROW | 2018-03-26 |
| 001 | 2016-01-01 | BARRY CROW | 2017-03-28 | BARRY CROW | 2017-03-28 |
| 001 | 2015-01-01 | BARRY CROW | 2016-04-05 | BARRY CROW | 2016-04-05 |
| 001 | 2014-01-01 | BARRY CROW | 2015-04-16 | BARRY CROW | 2015-04-16 |
| 001 | 2013-01-01 | BARRY CROW | 2014-05-08 | BARRY CROW | 2014-05-08 |
| 001 | 2012-01-01 | BARRY CROW | 2013-07-01 | BARRY CROW | 2013-07-01 |
| 001 | 2011-01-01 | BARRY CROW | 2012-07-27 | BARRY CROW | 2012-07-27 |
| 001 | 2010-01-01 | BARRY CROW | 2011-05-19 | BARRY CROW | 2011-05-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ROBERTS & CROW, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-24 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-24 | 116603 |
| Net assets as of the end of the plan year | 2025-04-24 | 1135561 |
| Total assets as of the beginning of the plan year | 2025-04-24 | 1146313 |
| Value of plan covered by a fidelity bond | 2025-04-24 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-24 | 29159 |
| Value of participant loans at end of plan year | 2025-04-24 | 2510 |
| Other expenses paid from plan in this plan year | 2025-04-24 | 0 |
| Other contributions to plan in this plan year | 2025-04-24 | 0 |
| Other income to plan in this plan year | 2025-04-24 | 76692 |
| Plan net income in this plan year | 2025-04-24 | -10752 |
| Net assets as of the end of the plan year | 2025-04-24 | 1135561 |
| Net assets as of the beginning of the plan year | 2025-04-24 | 1146313 |
| Fees paid to broker by Benefit Provider | 2025-04-24 | 875 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-24 | 2903 |
| 2024 : ROBERTS & CROW, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-04-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-24 | 2673 |
| Net assets as of the end of the plan year | 2024-04-24 | 1146313 |
| Total assets as of the beginning of the plan year | 2024-04-24 | 986906 |
| Value of plan covered by a fidelity bond | 2024-04-24 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-24 | 34803 |
| Value of participant loans at end of plan year | 2024-04-24 | 3910 |
| Other expenses paid from plan in this plan year | 2024-04-24 | 0 |
| Other contributions to plan in this plan year | 2024-04-24 | 0 |
| Other income to plan in this plan year | 2024-04-24 | 122016 |
| Plan net income in this plan year | 2024-04-24 | 159407 |
| Net assets as of the end of the plan year | 2024-04-24 | 1146313 |
| Net assets as of the beginning of the plan year | 2024-04-24 | 986906 |
| Value of contributions failed to transmitted timely | 2024-04-24 | 21794 |
| Employer contributions to plan in this plan year | 2024-04-24 | 5261 |
| Fees paid to broker by Benefit Provider | 2024-04-24 | 1208 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-24 | 2673 |
| 2022 : ROBERTS & CROW, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-05 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-05 | 22962 |
| Net assets as of the end of the plan year | 2022-10-05 | 1190649 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 1071031 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-05 | 38115 |
| Value of participant loans at end of plan year | 2022-10-05 | 6639 |
| Other expenses paid from plan in this plan year | 2022-10-05 | 0 |
| Other contributions to plan in this plan year | 2022-10-05 | 0 |
| Other income to plan in this plan year | 2022-10-05 | 104465 |
| Plan net income in this plan year | 2022-10-05 | 119618 |
| Net assets as of the end of the plan year | 2022-10-05 | 1190649 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 1071031 |
| Value of contributions failed to transmitted timely | 2022-10-05 | 4031 |
| Employer contributions to plan in this plan year | 2022-10-05 | 0 |
| Fees paid to broker by Benefit Provider | 2022-10-05 | 1131 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 3074 |