401k Plan data: ROBERTSON & ASSOCIATES, LLP PROFIT SHARING PLAN plan

ROBERTSON & ASSOCIATES, LLP PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERTSON & ASSOCIATES, LLP PROFIT SHARING PLAN
Plan identification number	003

ROBERTSON & ASSOCIATES, LLP PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 ALEXANDER ROBERTSON 2019-10-11
003 2017-01-01 ALEXANDER ROBERTSON 2018-07-26
003 2016-01-01 ALEXANDER ROBERTSON 2017-10-09
003 2015-01-01 ALEXANDER ROBERTSON 2016-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01	ALEXANDER ROBERTSON	2019-10-11
003	2017-01-01	ALEXANDER ROBERTSON	2018-07-26
003	2016-01-01	ALEXANDER ROBERTSON	2017-10-09
003	2015-01-01	ALEXANDER ROBERTSON	2016-10-13

Potentially related plans

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