401k Plan data: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN plan

ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN
Plan identification number	001

ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ROBBINS, KELLY, PATTERSON & TUCKER has sponsored the creation of one or more 401k plans.

Company Name: ROBBINS, KELLY, PATTERSON & TUCKER

Employer identification number (EIN): 310796417

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 WILLIAM SHERMAN
001 2017-01-01 WILLIAM SHERMAN
001 2016-01-01 WILLIAM SHERMAN
001 2015-01-01 WILLIAM SHERMAN
001 2014-01-01 WILLIAM SHERMAN
001 2013-01-01 FREDRIC J. ROBBINS
001 2012-01-01 FREDRIC J. ROBBINS
001 2011-01-01 FREDRIC J. ROBBINS
001 2010-01-01 FREDRIC J. ROBBINS
001 2009-01-01 FREDRIC J. ROBBINS

Plan Statistics for ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN

401k plan membership statisitcs for ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN

Measure Date Value
2022: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 41
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 53
Number of participants with account balances 2022-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 43
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 7
Total of all active and inactive participants 2021-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 51
Number of participants with account balances 2021-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 41
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 46
Number of participants with account balances 2020-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 50
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 50
Number of participants with account balances 2019-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 45
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 48
Number of participants with account balances 2018-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 43
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 47
Number of participants with account balances 2017-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 42
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 47
Number of participants with account balances 2016-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 46
Number of participants with account balances 2015-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 47
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 43
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 2
Total of all active and inactive participants 2012-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 45
Number of participants with account balances 2012-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 42
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 1
Total of all active and inactive participants 2011-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 40
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 2
Total of all active and inactive participants 2010-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 42
Number of participants with account balances 2010-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 38
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 8
Total of all active and inactive participants 2009-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	41
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	53
Number of participants with account balances	2022-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	43
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	7
Total of all active and inactive participants	2021-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	51
Number of participants with account balances	2021-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	41
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	46
Number of participants with account balances	2020-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	50
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	50
Number of participants with account balances	2019-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	45
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	48
Number of participants with account balances	2018-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	43
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	47
Number of participants with account balances	2017-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	42
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	47
Number of participants with account balances	2016-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	46
Number of participants with account balances	2015-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	47
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	43
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	2
Total of all active and inactive participants	2012-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	45
Number of participants with account balances	2012-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	42
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	1
Total of all active and inactive participants	2011-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	40
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	2
Total of all active and inactive participants	2010-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	42
Number of participants with account balances	2010-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	38
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	8
Total of all active and inactive participants	2009-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN

Measure	Date	Value
2022 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,853,093
Expenses. Total of all expenses incurred	2022-12-31	$802,159
Benefits paid (including direct rollovers)	2022-12-31	$794,500
Total plan assets at end of year	2022-12-31	$18,601,779
Total plan assets at beginning of year	2022-12-31	$21,257,031
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$543,264
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$15,995
Other income received	2022-12-31	$-2,861,190
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-2,655,252
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$18,601,779
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$21,257,031
Assets. Value of participant loans	2022-12-31	$66,056
Total contributions received or receivable from employer(s)	2022-12-31	$448,838
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$7,659
2021 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$3,101,719
Expenses. Total of all expenses incurred	2021-12-31	$94,944
Benefits paid (including direct rollovers)	2021-12-31	$87,380
Total plan assets at end of year	2021-12-31	$21,257,031
Total plan assets at beginning of year	2021-12-31	$18,250,256
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$296,354
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$61,975
Other income received	2021-12-31	$2,393,268
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$3,006,775
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$21,257,031
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$18,250,256
Assets. Value of participant loans	2021-12-31	$41,416
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$9,537
Total contributions received or receivable from employer(s)	2021-12-31	$350,122
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$7,564
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-2,300,274
Expenses. Total of all expenses incurred	2020-12-31	$2,221,765
Benefits paid (including direct rollovers)	2020-12-31	$2,221,387
Total plan assets at end of year	2020-12-31	$18,250,256
Total plan assets at beginning of year	2020-12-31	$22,772,295
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$511,295
Other income received	2020-12-31	$-24,506,131
Net income (gross income less expenses)	2020-12-31	$-4,522,039
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$18,250,256
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$22,772,295
Assets. Value of participant loans	2020-12-31	$109,425
Total contributions received or receivable from employer(s)	2020-12-31	$21,694,562
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$378
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$4,284,448
Expenses. Total of all expenses incurred	2019-12-31	$119,348
Benefits paid (including direct rollovers)	2019-12-31	$119,348
Total plan assets at end of year	2019-12-31	$22,772,295
Total plan assets at beginning of year	2019-12-31	$18,607,195
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$397,833
Other income received	2019-12-31	$3,561,731
Net income (gross income less expenses)	2019-12-31	$4,165,100
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$22,772,295
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$18,607,195
Assets. Value of participant loans	2019-12-31	$63,725
Total contributions received or receivable from employer(s)	2019-12-31	$324,884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-524,978
Expenses. Total of all expenses incurred	2018-12-31	$486,139
Benefits paid (including direct rollovers)	2018-12-31	$486,139
Total plan assets at end of year	2018-12-31	$18,607,195
Total plan assets at beginning of year	2018-12-31	$19,618,312
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$363,519
Other income received	2018-12-31	$-1,117,287
Net income (gross income less expenses)	2018-12-31	$-1,011,117
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$18,607,195
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$19,618,312
Assets. Value of participant loans	2018-12-31	$80,418
Total contributions received or receivable from employer(s)	2018-12-31	$228,790
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$3,187,071
Expenses. Total of all expenses incurred	2017-12-31	$141,436
Benefits paid (including direct rollovers)	2017-12-31	$141,436
Total plan assets at end of year	2017-12-31	$19,618,312
Total plan assets at beginning of year	2017-12-31	$16,572,677
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$352,423
Contributions received from other sources (not participants or employers)	2017-12-31	$32,147
Other income received	2017-12-31	$2,491,965
Net income (gross income less expenses)	2017-12-31	$3,045,635
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$19,618,312
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$16,572,677
Assets. Value of participant loans	2017-12-31	$100,116
Total contributions received or receivable from employer(s)	2017-12-31	$310,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$2,171,295
Expenses. Total of all expenses incurred	2016-12-31	$272,775
Benefits paid (including direct rollovers)	2016-12-31	$272,683
Total plan assets at end of year	2016-12-31	$16,572,677
Total plan assets at beginning of year	2016-12-31	$14,674,157
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$351,439
Contributions received from other sources (not participants or employers)	2016-12-31	$166,147
Other income received	2016-12-31	$1,362,568
Net income (gross income less expenses)	2016-12-31	$1,898,520
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$16,572,677
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$14,674,157
Assets. Value of participant loans	2016-12-31	$25,673
Total contributions received or receivable from employer(s)	2016-12-31	$291,141
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$92
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$376,452
Expenses. Total of all expenses incurred	2015-12-31	$909,129
Benefits paid (including direct rollovers)	2015-12-31	$909,036
Total plan assets at end of year	2015-12-31	$14,674,157
Total plan assets at beginning of year	2015-12-31	$15,206,834
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$308,167
Other income received	2015-12-31	$-268,515
Net income (gross income less expenses)	2015-12-31	$-532,677
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$14,674,157
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$15,206,834
Assets. Value of participant loans	2015-12-31	$32,642
Total contributions received or receivable from employer(s)	2015-12-31	$336,800
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$93
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,675,378
Expenses. Total of all expenses incurred	2014-12-31	$752,178
Benefits paid (including direct rollovers)	2014-12-31	$731,895
Total plan assets at end of year	2014-12-31	$15,206,834
Total plan assets at beginning of year	2014-12-31	$14,283,634
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$303,880
Other income received	2014-12-31	$1,094,771
Net income (gross income less expenses)	2014-12-31	$923,200
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$15,206,834
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$14,283,634
Assets. Value of participant loans	2014-12-31	$42,275
Total contributions received or receivable from employer(s)	2014-12-31	$276,727
Value of certain deemed distributions of participant loans	2014-12-31	$20,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,422,973
Expenses. Total of all expenses incurred	2013-12-31	$76,989
Benefits paid (including direct rollovers)	2013-12-31	$76,864
Total plan assets at end of year	2013-12-31	$14,283,634
Total plan assets at beginning of year	2013-12-31	$11,937,650
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$286,555
Other income received	2013-12-31	$1,894,906
Net income (gross income less expenses)	2013-12-31	$2,345,984
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$14,283,634
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,937,650
Assets. Value of participant loans	2013-12-31	$86,791
Total contributions received or receivable from employer(s)	2013-12-31	$241,512
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,718,121
Expenses. Total of all expenses incurred	2012-12-31	$275,200
Benefits paid (including direct rollovers)	2012-12-31	$275,200
Total plan assets at end of year	2012-12-31	$11,937,650
Total plan assets at beginning of year	2012-12-31	$10,494,729
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$297,288
Other income received	2012-12-31	$1,092,464
Net income (gross income less expenses)	2012-12-31	$1,442,921
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,937,650
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$10,494,729
Assets. Value of participant loans	2012-12-31	$106,842
Total contributions received or receivable from employer(s)	2012-12-31	$328,369
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$707,821
Expenses. Total of all expenses incurred	2011-12-31	$58,724
Benefits paid (including direct rollovers)	2011-12-31	$58,724
Total plan assets at end of year	2011-12-31	$10,494,729
Total plan assets at beginning of year	2011-12-31	$9,845,632
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$245,014
Other income received	2011-12-31	$192,807
Net income (gross income less expenses)	2011-12-31	$649,097
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$10,494,729
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$9,845,632
Assets. Value of participant loans	2011-12-31	$124,832
Total contributions received or receivable from employer(s)	2011-12-31	$270,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,648,122
Expenses. Total of all expenses incurred	2010-12-31	$227,686
Benefits paid (including direct rollovers)	2010-12-31	$227,686
Total plan assets at end of year	2010-12-31	$9,845,632
Total plan assets at beginning of year	2010-12-31	$8,425,196
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$256,609
Other income received	2010-12-31	$1,040,679
Net income (gross income less expenses)	2010-12-31	$1,420,436
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$9,845,632
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,425,196
Assets. Value of participant loans	2010-12-31	$89,264
Total contributions received or receivable from employer(s)	2010-12-31	$350,834
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 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 ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN

2022: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single 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
2020: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single 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: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single 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: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single 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: ROBBINS, KELLY, PATTERSON & TUCKER, L.P.A. 401K/PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single 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

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Company Name:	ROBBINS, KELLY, PATTERSON & TUCKER
Employer identification number (EIN):	310796417
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers