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ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameROBERTS & ALLAN PROFIT SHARING 401(K) PLAN
Plan identification number 001

ROBERTS & ALLAN PROFIT SHARING 401(K) 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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 & ALLAN has sponsored the creation of one or more 401k plans.

Company Name:ROBERTS & ALLAN
Employer identification number (EIN):942451403
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS & ALLAN PROFIT SHARING 401(K) 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
0012012-01-01GREY B. ROBERTS GREY B. ROBERTS2013-07-08
0012011-01-01GREY B. ROBERTS GREY B. ROBERTS2012-08-21
0012009-01-01GREY B. ROBERTS GREY B. ROBERTS2010-07-29

Financial Data on ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN

Measure Date Value
2025 : ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-07170432
Net assets as of the end of the plan year2025-10-075344821
Total assets as of the beginning of the plan year2025-10-074378864
Value of plan covered by a fidelity bond2025-10-07250000
Participant contributions to plan in this plan year2025-10-0738400
Other income to plan in this plan year2025-10-071036339
Plan net income in this plan year2025-10-07965957
Net assets as of the end of the plan year2025-10-075344821
Net assets as of the beginning of the plan year2025-10-074378864
Employer contributions to plan in this plan year2025-10-0761650
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-072259
2024 : ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-10243996
Net assets as of the end of the plan year2024-07-104378864
Total assets as of the beginning of the plan year2024-07-103458202
Value of plan covered by a fidelity bond2024-07-10460000
Participant contributions to plan in this plan year2024-07-1036600
Other income to plan in this plan year2024-07-101073476
Plan net income in this plan year2024-07-10920662
Net assets as of the end of the plan year2024-07-104378864
Net assets as of the beginning of the plan year2024-07-103458202
Employer contributions to plan in this plan year2024-07-1054582
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-102055
2015 : ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$115,859
Expenses. Total of all expenses incurred2015-12-31$9,078
Total plan assets at end of year2015-12-31$1,645,810
Total plan assets at beginning of year2015-12-31$1,539,029
Value of fidelity bond covering the plan2015-12-31$165,000
Total contributions received or receivable from participants2015-12-31$33,300
Assets. Value of loans (other than to participants)2015-12-31$0
Other income received2015-12-31$39,042
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$106,781
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,645,810
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,539,029
Total contributions received or receivable from employer(s)2015-12-31$43,517
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,078
2014 : ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$208,991
Expenses. Total of all expenses incurred2014-12-31$7,928
Total plan assets at end of year2014-12-31$1,539,029
Total plan assets at beginning of year2014-12-31$1,337,966
Value of fidelity bond covering the plan2014-12-31$155,000
Total contributions received or receivable from participants2014-12-31$30,500
Assets. Value of loans (other than to participants)2014-12-31$19,776
Other income received2014-12-31$135,010
Net income (gross income less expenses)2014-12-31$201,063
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,539,029
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,337,966
Total contributions received or receivable from employer(s)2014-12-31$43,481
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,928
2013 : ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$331,388
Expenses. Total of all expenses incurred2013-12-31$153,241
Benefits paid (including direct rollovers)2013-12-31$146,720
Total plan assets at end of year2013-12-31$1,337,966
Total plan assets at beginning of year2013-12-31$1,159,819
Value of fidelity bond covering the plan2013-12-31$135,000
Total contributions received or receivable from participants2013-12-31$31,600
Assets. Value of loans (other than to participants)2013-12-31$23,637
Contributions received from other sources (not participants or employers)2013-12-31$54,237
Other income received2013-12-31$203,745
Net income (gross income less expenses)2013-12-31$178,147
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,337,966
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,159,819
Assets. Value of participant loans2013-12-31$6,582
Total contributions received or receivable from employer(s)2013-12-31$41,806
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,521
2012 : ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$162,918
Expenses. Total of all expenses incurred2012-12-31$18,935
Benefits paid (including direct rollovers)2012-12-31$15,507
Total plan assets at end of year2012-12-31$1,159,819
Total plan assets at beginning of year2012-12-31$1,015,836
Value of fidelity bond covering the plan2012-12-31$120,000
Total contributions received or receivable from participants2012-12-31$31,500
Assets. Value of loans (other than to participants)2012-12-31$27,237
Other income received2012-12-31$89,314
Net income (gross income less expenses)2012-12-31$143,983
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,159,819
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,015,836
Total contributions received or receivable from employer(s)2012-12-31$42,104
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,428
2011 : ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$104,113
Expenses. Total of all expenses incurred2011-12-31$54,209
Benefits paid (including direct rollovers)2011-12-31$50,846
Total plan assets at end of year2011-12-31$1,015,836
Total plan assets at beginning of year2011-12-31$965,932
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$29,100
Assets. Value of loans (other than to participants)2011-12-31$30,595
Other income received2011-12-31$31,638
Net income (gross income less expenses)2011-12-31$49,904
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,015,836
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$965,932
Assets. Value of participant loans2011-12-31$13,699
Total contributions received or receivable from employer(s)2011-12-31$43,375
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,363
2010 : ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$131,508
Expenses. Total of all expenses incurred2010-12-31$20,587
Benefits paid (including direct rollovers)2010-12-31$16,638
Total plan assets at end of year2010-12-31$965,932
Total plan assets at beginning of year2010-12-31$855,011
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$29,800
Assets. Value of loans (other than to participants)2010-12-31$43,621
Other income received2010-12-31$58,793
Net income (gross income less expenses)2010-12-31$110,921
Net plan assets at end of year (total assets less liabilities)2010-12-31$965,932
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$855,011
Assets. Value of participant loans2010-12-31$26,817
Total contributions received or receivable from employer(s)2010-12-31$42,915
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,949

Form 5500 Responses for ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN

2015: ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERTS & ALLAN PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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