401k Plan data: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST plan

ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST
Plan identification number	001

ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUN LAKES MARKETING LTD has sponsored the creation of one or more 401k plans.

Company Name: SUN LAKES MARKETING LTD

Employer identification number (EIN): 860576813

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2012-01-01 JIM HUBBARD
001 2011-01-01 JIM HUBBARD
001 2010-01-01 JIM HUBBARD
001 2009-01-01 JIM HUBBARD

Plan Statistics for ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST

401k plan membership statisitcs for ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST

Measure Date Value
2021: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,047
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 835
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 155
Total of all active and inactive participants 2021-01-01 990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 7
Total participants 2021-01-01 997
Number of participants with account balances 2021-01-01 925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 108
2012: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,027
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 808
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 101
Total of all active and inactive participants 2012-01-01 909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 912
Number of participants with account balances 2012-01-01 795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 59
2011: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 841
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 914
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 112
Total of all active and inactive participants 2011-01-01 1,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 1,027
Number of participants with account balances 2011-01-01 791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 59
2010: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 877
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 741
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 100
Total of all active and inactive participants 2010-01-01 841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 841
Number of participants with account balances 2010-01-01 776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 58
2009: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 875
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 775
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 102
Total of all active and inactive participants 2009-01-01 877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 877
Number of participants with account balances 2009-01-01 802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 73

Measure	Date	Value
2021: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,047
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	835
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	155
Total of all active and inactive participants	2021-01-01	990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	7
Total participants	2021-01-01	997
Number of participants with account balances	2021-01-01	925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	108
2012: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,027
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	808
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	101
Total of all active and inactive participants	2012-01-01	909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	912
Number of participants with account balances	2012-01-01	795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	59
2011: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	841
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	914
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	112
Total of all active and inactive participants	2011-01-01	1,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	1,027
Number of participants with account balances	2011-01-01	791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	59
2010: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	877
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	741
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	100
Total of all active and inactive participants	2010-01-01	841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	841
Number of participants with account balances	2010-01-01	776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	58
2009: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	875
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	775
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	102
Total of all active and inactive participants	2009-01-01	877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	877
Number of participants with account balances	2009-01-01	802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	73

Financial Data on ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST

Measure	Date	Value
2021 : ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$10,004,891
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,145,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,053,118
Value of total corrective distributions	2021-12-31	$17,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,609,116
Value of total assets at end of year	2021-12-31	$52,485,606
Value of total assets at beginning of year	2021-12-31	$45,626,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$74,969
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,725,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,725,272
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,682,675
Participant contributions at end of year	2021-12-31	$90,808
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$76,583
Administrative expenses (other) incurred	2021-12-31	$74,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,859,208
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$52,485,606
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$45,626,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$50,001,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$43,118,855
Value of interest in common/collective trusts at end of year	2021-12-31	$2,360,250
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,495,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,616,278
Net investment gain or loss from common/collective trusts	2021-12-31	$54,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$849,858
Employer contributions (assets) at end of year	2021-12-31	$33,487
Employer contributions (assets) at beginning of year	2021-12-31	$12,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,053,118
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BARRY AND MOORE CPAS,PLC
Accountancy firm EIN	2021-12-31	824082608
2012 : ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$5,303,679
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,239,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,116,361
Value of total corrective distributions	2012-12-31	$466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,298,543
Value of total assets at end of year	2012-12-31	$27,055,934
Value of total assets at beginning of year	2012-12-31	$23,992,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$123,055
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$654,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$654,502
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,863,096
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$12,816
Administrative expenses (other) incurred	2012-12-31	$67,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,063,797
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$27,055,934
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$23,992,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$55,088
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$19,389,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$16,442,153
Value of interest in common/collective trusts at end of year	2012-12-31	$7,666,801
Value of interest in common/collective trusts at beginning of year	2012-12-31	$7,549,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,010,357
Net investment gain or loss from common/collective trusts	2012-12-31	$340,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$422,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,116,361
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BARRY & MOORE PC
Accountancy firm EIN	2012-12-31	860307985
2011 : ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,541,631
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,620,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,486,569
Value of total corrective distributions	2011-12-31	$101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,171,038
Value of total assets at end of year	2011-12-31	$23,992,137
Value of total assets at beginning of year	2011-12-31	$24,070,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$133,370
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$854,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$854,955
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,773,031
Administrative expenses (other) incurred	2011-12-31	$65,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-78,409
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$23,992,137
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$24,070,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$67,940
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$16,442,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$15,136,046
Value of interest in common/collective trusts at end of year	2011-12-31	$7,549,984
Value of interest in common/collective trusts at beginning of year	2011-12-31	$8,934,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,858,470
Net investment gain or loss from common/collective trusts	2011-12-31	$374,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$398,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,486,569
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BARRY & MOORE PC
Accountancy firm EIN	2011-12-31	860307985
2010 : ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,746,705
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,693,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,563,012
Value of total corrective distributions	2010-12-31	$107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,074,301
Value of total assets at end of year	2010-12-31	$24,070,546
Value of total assets at beginning of year	2010-12-31	$22,017,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$130,088
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$437,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$437,677
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,400,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,694,068
Participant contributions at beginning of year	2010-12-31	$54,541
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$60,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,053,498
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$24,070,546
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$22,017,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$69,506
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$15,136,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,384,748
Value of interest in common/collective trusts at end of year	2010-12-31	$8,934,500
Value of interest in common/collective trusts at beginning of year	2010-12-31	$8,564,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,600,216
Net investment gain or loss from common/collective trusts	2010-12-31	$634,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$380,233
Employer contributions (assets) at beginning of year	2010-12-31	$12,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,563,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BARRY & MOORE PC
Accountancy firm EIN	2010-12-31	860307985
2009 : ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST

2021: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST [EIN = 860665522]

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Company Name:	SUN LAKES MARKETING LTD
Employer identification number (EIN):	860576813
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate

Plan id#	Filing Submission Date	Name of Administrator
001	2021-01-01
001	2012-01-01	JIM HUBBARD
001	2011-01-01	JIM HUBBARD
001	2010-01-01	JIM HUBBARD
001	2009-01-01	JIM HUBBARD