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THE ROBERTS TAX GROUP, INC. 401K PLAN 401k Plan overview

Plan NameTHE ROBERTS TAX GROUP, INC. 401K PLAN
Plan identification number 001

THE ROBERTS TAX GROUP, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 TAX GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ROBERTS TAX GROUP, INC.
Employer identification number (EIN):822826658
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROBERTS TAX GROUP, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01

Plan Statistics for THE ROBERTS TAX GROUP, INC. 401K PLAN

401k plan membership statisitcs for THE ROBERTS TAX GROUP, INC. 401K PLAN

Measure Date Value
2025: THE ROBERTS TAX GROUP, INC. 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-315
Total number of particpants at end of year2025-07-315
Number of Participants With Account Balances2025-07-314
Total number of particpants at beginning of year2025-05-085
Total number of particpants at end of year2025-05-085
Number of Participants With Account Balances2025-05-085

Financial Data on THE ROBERTS TAX GROUP, INC. 401K PLAN

Measure Date Value
2025 : THE ROBERTS TAX GROUP, INC. 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3138039
Net assets as of the end of the plan year2025-07-3177071
Total assets as of the beginning of the plan year2025-07-3199866
Participant contributions to plan in this plan year2025-07-313077
Other expenses paid from plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-319090
Plan net income in this plan year2025-07-31-22795
Net assets as of the end of the plan year2025-07-3177071
Net assets as of the beginning of the plan year2025-07-3199866
Employer contributions to plan in this plan year2025-07-313077
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-310
Total expenses incurred by plan in this plan year2025-05-0837694
Net assets as of the end of the plan year2025-05-0899866
Total assets as of the beginning of the plan year2025-05-08100031
Participant contributions to plan in this plan year2025-05-0812645
Other expenses paid from plan in this plan year2025-05-080
Other income to plan in this plan year2025-05-0815037
Plan net income in this plan year2025-05-08-165
Net assets as of the end of the plan year2025-05-0899866
Net assets as of the beginning of the plan year2025-05-08100031
Employer contributions to plan in this plan year2025-05-089847
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-080

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