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ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST 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
  • 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.

401k Sponsoring company profile

ROBERTS & BRYAN PLLC has sponsored the creation of one or more 401k plans.

Company Name:ROBERTS & BRYAN PLLC
Employer identification number (EIN):912153313
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID ROBERTS2024-04-09
0012022-01-01JULIET BENHAM2023-04-10
0012021-01-01EDWARD ROJAS2022-04-05
0012020-01-01JULIET DUNMIRE2021-04-01

Plan Statistics for ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-303
Total number of particpants at end of year2025-07-300
Number of Participants With Account Balances2025-07-300
Total number of particpants at beginning of year2025-04-034
Total number of particpants at end of year2025-04-033
Number of Participants With Account Balances2025-04-031
2024: ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-094
Total number of particpants at end of year2024-04-094
Number of Participants With Account Balances2024-04-094
2022: ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-04-054
Total number of particpants at end of year2022-04-054
Number of Participants With Account Balances2022-04-054

Financial Data on ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-3028569
Net assets as of the end of the plan year2025-07-300
Total assets as of the beginning of the plan year2025-07-3022648
Value of plan covered by a fidelity bond2025-07-3020000
Participant contributions to plan in this plan year2025-07-300
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-3010
Plan net income in this plan year2025-07-30-22648
Net assets as of the end of the plan year2025-07-300
Net assets as of the beginning of the plan year2025-07-3022648
Employer contributions to plan in this plan year2025-07-305911
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30485
Total transfers to/from plan in this plan year2025-04-030
Total liabilities as of the end of the plan year2025-04-030
Total liabilities as of the beginning of the plan year2025-04-030
Total expenses incurred by plan in this plan year2025-04-03283679
Net assets as of the end of the plan year2025-04-0322648
Total assets as of the beginning of the plan year2025-04-03232017
Value of plan covered by a fidelity bond2025-04-0323202
Participant contributions to plan in this plan year2025-04-0320107
Other expenses paid from plan in this plan year2025-04-030
Other contributions to plan in this plan year2025-04-030
Other income to plan in this plan year2025-04-0341125
Plan net income in this plan year2025-04-03-209369
Net assets as of the end of the plan year2025-04-0322648
Net assets as of the beginning of the plan year2025-04-03232017
Employer contributions to plan in this plan year2025-04-0313078
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-035050
2024 : ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-090
Total liabilities as of the end of the plan year2024-04-090
Total liabilities as of the beginning of the plan year2024-04-090
Total expenses incurred by plan in this plan year2024-04-094604
Net assets as of the end of the plan year2024-04-09232017
Total assets as of the beginning of the plan year2024-04-09161631
Value of plan covered by a fidelity bond2024-04-0920000
Participant contributions to plan in this plan year2024-04-0922403
Other expenses paid from plan in this plan year2024-04-090
Other contributions to plan in this plan year2024-04-090
Other income to plan in this plan year2024-04-0932409
Plan net income in this plan year2024-04-0970386
Net assets as of the end of the plan year2024-04-09232017
Net assets as of the beginning of the plan year2024-04-09161631
Employer contributions to plan in this plan year2024-04-0920178
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-094604
2022 : ROBERTS & BRYAN PLLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-050
Total liabilities as of the end of the plan year2022-04-050
Total liabilities as of the beginning of the plan year2022-04-050
Total expenses incurred by plan in this plan year2022-04-052023
Net assets as of the end of the plan year2022-04-05114315
Total assets as of the beginning of the plan year2022-04-051114
Value of plan covered by a fidelity bond2022-04-0520000
Participant contributions to plan in this plan year2022-04-0542517
Other expenses paid from plan in this plan year2022-04-050
Other contributions to plan in this plan year2022-04-050
Other income to plan in this plan year2022-04-0511574
Plan net income in this plan year2022-04-05113201
Net assets as of the end of the plan year2022-04-05114315
Net assets as of the beginning of the plan year2022-04-051114
Employer contributions to plan in this plan year2022-04-0561133
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-052023

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