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ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN
Plan identification number 002

ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

ROBERTSON & ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name:ROBERTSON & ASSOCIATES, LLP
Employer identification number (EIN):954754358
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ALEXANDER ROBERTSON2024-08-22
0022022-01-01ALEXANDER ROBERTSON2023-06-14
0022021-01-01ALEXANDER ROBERTSON2022-09-13
0022020-01-01ALEXANDER ROBERTSON2021-08-31
0022019-01-01ALEXANDER ROBERTSON2020-09-29
0022018-01-01ALEXANDER ROBERTSON2019-10-11
0022017-01-01ALEXANDER ROBERTSON2018-07-26
0022016-01-01ALEXANDER ROBERTSON2017-10-09
0022015-01-01ALEXANDER ROBERTSON2016-10-13

Financial Data on ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN

Measure Date Value
2025 : ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-110
Total liabilities as of the end of the plan year2025-07-110
Total liabilities as of the beginning of the plan year2025-07-110
Total expenses incurred by plan in this plan year2025-07-1120595
Net assets as of the end of the plan year2025-07-115970120
Total assets as of the beginning of the plan year2025-07-115315570
Value of plan covered by a fidelity bond2025-07-11500000
Participant contributions to plan in this plan year2025-07-110
Other expenses paid from plan in this plan year2025-07-1120595
Other contributions to plan in this plan year2025-07-110
Other income to plan in this plan year2025-07-11115145
Plan net income in this plan year2025-07-11654550
Net assets as of the end of the plan year2025-07-115970120
Net assets as of the beginning of the plan year2025-07-115315570
Employer contributions to plan in this plan year2025-07-11560000
Fees paid to broker by Benefit Provider2025-07-1133587
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-110
2024 : ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-220
Total liabilities as of the end of the plan year2024-08-220
Total liabilities as of the beginning of the plan year2024-08-220
Total expenses incurred by plan in this plan year2024-08-220
Net assets as of the end of the plan year2024-08-225315570
Total assets as of the beginning of the plan year2024-08-224608578
Value of plan covered by a fidelity bond2024-08-22500000
Participant contributions to plan in this plan year2024-08-220
Other expenses paid from plan in this plan year2024-08-220
Other contributions to plan in this plan year2024-08-220
Other income to plan in this plan year2024-08-22206992
Plan net income in this plan year2024-08-22706992
Net assets as of the end of the plan year2024-08-225315570
Net assets as of the beginning of the plan year2024-08-224608578
Employer contributions to plan in this plan year2024-08-22500000
Fees paid to broker by Benefit Provider2024-08-226879
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-220
2022 : ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-130
Total liabilities as of the end of the plan year2022-09-130
Total liabilities as of the beginning of the plan year2022-09-130
Total expenses incurred by plan in this plan year2022-09-133181
Net assets as of the end of the plan year2022-09-133399505
Total assets as of the beginning of the plan year2022-09-131831299
Value of plan covered by a fidelity bond2022-09-13500000
Participant contributions to plan in this plan year2022-09-130
Other expenses paid from plan in this plan year2022-09-130
Other contributions to plan in this plan year2022-09-130
Other income to plan in this plan year2022-09-1347096
Plan net income in this plan year2022-09-131568206
Net assets as of the end of the plan year2022-09-133399505
Net assets as of the beginning of the plan year2022-09-131831299
Employer contributions to plan in this plan year2022-09-131524291
Fees paid to broker by Benefit Provider2022-09-133377
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-133181

Potentially related plans

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