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ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 401k Plan overview

Plan NameROBERTSON CONSTRUCTION SERVICES 401(K) PLAN
Plan identification number 001

ROBERTSON CONSTRUCTION SERVICES 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.
  • 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

ROBERTSON CONSTRUCTION SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERTSON CONSTRUCTION SERVICES, INC.
Employer identification number (EIN):311502538
NAIC Classification:236200

Additional information about ROBERTSON CONSTRUCTION SERVICES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1997-02-03
Company Identification Number: 967443
Legal Registered Office Address: 171 VALLEY VIEW DR
-
NEWARK
United States of America (USA)
43055

More information about ROBERTSON CONSTRUCTION SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL RODICHOK2023-10-10
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL RODICHOK MICHAEL RODICHOK2018-10-08
0012016-01-01MICHAEL RODICHOK MICHAEL RODICHOK2017-10-13
0012015-01-01MICHAEL RODICHOK2016-10-03 MICHAEL RODICHOK2016-10-03
0012014-01-01
0012013-01-01
0012012-01-01CHRISTIAN ROBERTSON2013-08-14 CHRISTIAN ROBERTSON2013-08-14
0012011-01-01CHRISTIAN H. ROBERTSON2012-10-09 CHRISTIAN H. ROBERTSON2012-10-09
0012010-01-01CHRISTIAN H. ROBERTSON2011-10-17 CHRISTIAN H. ROBERTSON2011-10-17
0012007-01-01CHRISTIAN H. ROBERTSON CHRISTIAN H. ROBERTSON2010-11-04
0012007-01-01CHRISTIAN H. ROBERTSON CHRISTIAN H. ROBERTSON2010-08-17
0012007-01-01

Plan Statistics for ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN

401k plan membership statisitcs for ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN

Measure Date Value
2022: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01176
Total number of active participants reported on line 7a of the Form 55002022-01-01199
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01240
Number of participants with account balances2022-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01170
Total number of active participants reported on line 7a of the Form 55002021-01-01149
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01173
Number of participants with account balances2021-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01159
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01163
Number of participants with account balances2020-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-01132
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01155
Number of participants with account balances2019-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01136
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01158
Total participants2018-01-01158
Number of participants with account balances2018-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01134
Number of participants with account balances2017-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01145
Number of participants with account balances2016-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2007: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0149
Total number of active participants reported on line 7a of the Form 55002007-01-0143
Number of retired or separated participants receiving benefits2007-01-014
Number of other retired or separated participants entitled to future benefits2007-01-0110
Total of all active and inactive participants2007-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0157
Number of participants with account balances2007-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-014

Financial Data on ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN

Measure Date Value
2022 : ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-293,650
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$634,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$600,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$973,498
Value of total assets at end of year2022-12-31$7,281,319
Value of total assets at beginning of year2022-12-31$8,209,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,693
Total interest from all sources2022-12-31$5,889
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$23,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$23,256
Administrative expenses professional fees incurred2022-12-31$33,693
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$545,835
Participant contributions at end of year2022-12-31$114,413
Participant contributions at beginning of year2022-12-31$118,430
Participant contributions at end of year2022-12-31$27,158
Participant contributions at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$164
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$13,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-928,086
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,281,319
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,209,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$131,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,542,711
Interest on participant loans2022-12-31$5,865
Value of interest in common/collective trusts at end of year2022-12-31$6,853,402
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$301,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$301,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-511,563
Net investment gain or loss from common/collective trusts2022-12-31$-784,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$427,663
Employer contributions (assets) at end of year2022-12-31$134,622
Employer contributions (assets) at beginning of year2022-12-31$233,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$600,743
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WILSON, SHANNON & SNOW, INC.
Accountancy firm EIN2022-12-31310829879
2021 : ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,000,211
Total loss/gain on sale of assets2021-12-31$614,708
Total of all expenses incurred2021-12-31$160,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$105,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$995,494
Value of total assets at end of year2021-12-31$8,209,405
Value of total assets at beginning of year2021-12-31$6,369,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,439
Total interest from all sources2021-12-31$4,942
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$385,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$385,067
Administrative expenses professional fees incurred2021-12-31$54,439
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$485,505
Participant contributions at end of year2021-12-31$118,430
Participant contributions at beginning of year2021-12-31$81,756
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$32,369
Total non interest bearing cash at end of year2021-12-31$13,527
Total non interest bearing cash at beginning of year2021-12-31$6,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,839,944
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,209,405
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,369,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,542,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,762,019
Income. Interest from loans (other than to participants)2021-12-31$4,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$301,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$295,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$295,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$44
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$477,620
Employer contributions (assets) at end of year2021-12-31$233,324
Employer contributions (assets) at beginning of year2021-12-31$223,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$105,828
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$614,708
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WILSON, SHANNON & SNOW, INC.
Accountancy firm EIN2021-12-31310829879
2020 : ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$759,136
Total unrealized appreciation/depreciation of assets2020-12-31$759,136
Total income from all sources (including contributions)2020-12-31$1,768,748
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$270,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$227,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$855,564
Value of total assets at end of year2020-12-31$6,369,461
Value of total assets at beginning of year2020-12-31$4,871,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,819
Total interest from all sources2020-12-31$5,399
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$148,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$148,649
Administrative expenses professional fees incurred2020-12-31$42,819
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$416,709
Participant contributions at end of year2020-12-31$81,756
Participant contributions at beginning of year2020-12-31$72,084
Total non interest bearing cash at end of year2020-12-31$6,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,498,139
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,369,461
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,871,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,762,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,508,343
Interest on participant loans2020-12-31$4,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$295,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$90,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$90,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$438,855
Employer contributions (assets) at end of year2020-12-31$223,582
Employer contributions (assets) at beginning of year2020-12-31$200,000
Income. Dividends from preferred stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$227,790
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WILSON, SHANNON & SNOW, INC.
Accountancy firm EIN2020-12-31310829879
2019 : ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$303
Total income from all sources (including contributions)2019-12-31$1,564,204
Total of all expenses incurred2019-12-31$206,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$172,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$755,518
Value of total assets at end of year2019-12-31$4,871,322
Value of total assets at beginning of year2019-12-31$3,514,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,956
Total interest from all sources2019-12-31$6,068
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$142,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$142,390
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$363,403
Participant contributions at end of year2019-12-31$72,084
Participant contributions at beginning of year2019-12-31$41,018
Participant contributions at beginning of year2019-12-31$60
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$303
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,357,457
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,871,322
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,513,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,508,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,138,256
Interest on participant loans2019-12-31$3,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$90,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$173,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$173,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$660,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$392,115
Employer contributions (assets) at end of year2019-12-31$200,000
Employer contributions (assets) at beginning of year2019-12-31$160,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$172,791
Contract administrator fees2019-12-31$33,956
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILSON, SHANNON & SNOW, INC.
Accountancy firm EIN2019-12-31310829879
2018 : ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$303
Total income from all sources (including contributions)2018-12-31$934,123
Total of all expenses incurred2018-12-31$443,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$417,555
Value of total corrective distributions2018-12-31$1,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,120,055
Value of total assets at end of year2018-12-31$3,514,168
Value of total assets at beginning of year2018-12-31$3,023,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,957
Total interest from all sources2018-12-31$4,081
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$164,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$164,048
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$75,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$306,896
Participant contributions at end of year2018-12-31$41,018
Participant contributions at beginning of year2018-12-31$6,550
Participant contributions at end of year2018-12-31$60
Participant contributions at beginning of year2018-12-31$60
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$482,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$303
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$18,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$490,402
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,513,865
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,023,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,138,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,752,670
Interest on participant loans2018-12-31$1,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$173,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$95,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$95,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-354,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$331,043
Employer contributions (assets) at end of year2018-12-31$160,869
Employer contributions (assets) at beginning of year2018-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$417,555
Contract administrator fees2018-12-31$24,957
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WILSON, SHANNON & SNOW, INC.
Accountancy firm EIN2018-12-31310829879
2017 : ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$917,572
Total of all expenses incurred2017-12-31$122,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$104,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$509,270
Value of total assets at end of year2017-12-31$3,023,463
Value of total assets at beginning of year2017-12-31$2,228,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,539
Total interest from all sources2017-12-31$1,102
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$109,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$109,297
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$75,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$228,232
Participant contributions at end of year2017-12-31$6,550
Participant contributions at beginning of year2017-12-31$11,170
Participant contributions at end of year2017-12-31$60
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,973
Total non interest bearing cash at end of year2017-12-31$18,659
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$795,135
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,023,463
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,228,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$17,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,752,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,961,731
Interest on participant loans2017-12-31$410
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$95,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$115,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$115,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$297,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$279,065
Employer contributions (assets) at end of year2017-12-31$150,000
Employer contributions (assets) at beginning of year2017-12-31$140,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$104,898
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WILSON, SHANNON & SNOW, INC.
Accountancy firm EIN2017-12-31310829879
2016 : ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,408
Total income from all sources (including contributions)2016-12-31$603,469
Total of all expenses incurred2016-12-31$45,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$33,839
Value of total corrective distributions2016-12-31$111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$465,089
Value of total assets at end of year2016-12-31$2,228,328
Value of total assets at beginning of year2016-12-31$1,674,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,670
Total interest from all sources2016-12-31$1,071
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$49,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$49,372
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$75,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$210,250
Participant contributions at end of year2016-12-31$11,170
Participant contributions at beginning of year2016-12-31$13,341
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,408
Total non interest bearing cash at beginning of year2016-12-31$4,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$557,849
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,228,328
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,670,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,961,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,460,498
Income. Interest from loans (other than to participants)2016-12-31$551
Interest earned on other investments2016-12-31$244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$115,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$115,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$115,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$87,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$250,699
Employer contributions (assets) at end of year2016-12-31$140,000
Employer contributions (assets) at beginning of year2016-12-31$80,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$33,839
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WILSON, SHANNON & SNOW, INC.
Accountancy firm EIN2016-12-31310829879

Form 5500 Responses for ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN

2022: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2007: ROBERTSON CONSTRUCTION SERVICES 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number269-70262
Policy instance 1
Insurance contract or identification number269-70262
Number of Individuals Covered204
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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