ROBISON, CURPHEY & O'CONNELL, LIMITED LIABILITY COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-16 | 58 |
| Total number of particpants at end of year | 2025-09-16 | 64 |
| Number of Participants With Account Balances | 2025-09-16 | 64 |
| 2024: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-02 | 53 |
| Total number of particpants at end of year | 2024-10-02 | 58 |
| Number of Participants With Account Balances | 2024-10-02 | 58 |
| 2009: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 60 |
| Number of participants with account balances | 2009-01-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2008: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 13 |
| Total of all active and inactive participants | 2008-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 1 |
| Total participants | 2008-01-01 | 67 |
| Number of participants with account balances | 2008-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| 2007: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 17 |
| Total of all active and inactive participants | 2007-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 67 |
| Number of participants with account balances | 2007-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| 2006: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 25 |
| Total of all active and inactive participants | 2006-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
| Total participants | 2006-01-01 | 70 |
| Number of participants with account balances | 2006-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
| 2005: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2005-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 26 |
| Total of all active and inactive participants | 2005-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
| Total participants | 2005-01-01 | 64 |
| Number of participants with account balances | 2005-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-16 | 182637 |
| Net assets as of the end of the plan year | 2025-09-16 | 24199001 |
| Total assets as of the beginning of the plan year | 2025-09-16 | 20207021 |
| Value of plan covered by a fidelity bond | 2025-09-16 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-16 | 269104 |
| Other contributions to plan in this plan year | 2025-09-16 | 1851 |
| Other income to plan in this plan year | 2025-09-16 | 3245041 |
| Plan net income in this plan year | 2025-09-16 | 3991980 |
| Net assets as of the end of the plan year | 2025-09-16 | 24199001 |
| Net assets as of the beginning of the plan year | 2025-09-16 | 20207021 |
| Employer contributions to plan in this plan year | 2025-09-16 | 658621 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-16 | 12480 |
| 2024 : ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 601869 |
| Net assets as of the end of the plan year | 2024-10-02 | 20207021 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 16837246 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 279802 |
| Value of participant loans at end of plan year | 2024-10-02 | 65520 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 3328825 |
| Plan net income in this plan year | 2024-10-02 | 3369775 |
| Net assets as of the end of the plan year | 2024-10-02 | 20207021 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 16837246 |
| Employer contributions to plan in this plan year | 2024-10-02 | 363017 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 10654 |
| 2008 : ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-2,737,114 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $1,260,825 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $1,251,263 |
| Total plan assets at end of year | 2008-12-31 | $14,291,579 |
| Total plan assets at beginning of year | 2008-12-31 | $18,289,518 |
| Value of fidelity bond covering the plan | 2008-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $238,040 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $6,762 |
| Other income received | 2008-12-31 | $-3,539,879 |
| Net income (gross income less expenses) | 2008-12-31 | $-3,997,939 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $14,291,579 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $18,289,518 |
| Assets. Value of participant loans | 2008-12-31 | $288,622 |
| Assets. Value of real-estate (other than employer real property) | 2008-12-31 | $125,174 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $557,963 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $9,562 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
| 2007 : ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $1,726,169 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $448,752 |
| Benefits paid (including direct rollovers) | 2007-12-31 | $438,414 |
| Total plan assets at end of year | 2007-12-31 | $18,239,200 |
| Total plan assets at beginning of year | 2007-12-31 | $16,961,783 |
| Value of fidelity bond covering the plan | 2007-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2007-12-31 | $223,113 |
| Other income received | 2007-12-31 | $868,705 |
| Net income (gross income less expenses) | 2007-12-31 | $1,277,417 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $18,239,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $16,961,783 |
| Assets. Value of participant loans | 2007-12-31 | $239,069 |
| Assets. Value of real-estate (other than employer real property) | 2007-12-31 | $115,144 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $634,351 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2007-12-31 | $10,338 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
| 2006 : ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2006 401k financial data |
|---|
| Total income from all sources | 2006-12-31 | $2,328,837 |
| Expenses. Total of all expenses incurred | 2006-12-31 | $1,462,576 |
| Benefits paid (including direct rollovers) | 2006-12-31 | $1,453,269 |
| Total plan assets at end of year | 2006-12-31 | $16,961,783 |
| Total plan assets at beginning of year | 2006-12-31 | $16,095,522 |
| Value of fidelity bond covering the plan | 2006-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2006-12-31 | $648,193 |
| Other income received | 2006-12-31 | $1,556,865 |
| Net income (gross income less expenses) | 2006-12-31 | $866,261 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $16,961,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $16,095,522 |
| Assets. Value of participant loans | 2006-12-31 | $243,615 |
| Assets. Value of real-estate (other than employer real property) | 2006-12-31 | $100,901 |
| Total contributions received or receivable from employer(s) | 2006-12-31 | $123,779 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2006-12-31 | $9,307 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2006-12-31 | $0 |
| 2005 : ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2005 401k financial data |
|---|
| Transfers to/from the plan | 2005-12-31 | $-108,134 |
| Total income from all sources | 2005-12-31 | $1,273,659 |
| Expenses. Total of all expenses incurred | 2005-12-31 | $186,463 |
| Benefits paid (including direct rollovers) | 2005-12-31 | $178,521 |
| Total plan assets at end of year | 2005-12-31 | $16,094,267 |
| Total plan assets at beginning of year | 2005-12-31 | $15,115,205 |
| Value of fidelity bond covering the plan | 2005-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2005-12-31 | $234,656 |
| Contributions received from other sources (not participants or employers) | 2005-12-31 | $80,492 |
| Other income received | 2005-12-31 | $519,553 |
| Net income (gross income less expenses) | 2005-12-31 | $1,087,196 |
| Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $16,094,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $15,115,205 |
| Assets. Value of participant loans | 2005-12-31 | $288,485 |
| Total contributions received or receivable from employer(s) | 2005-12-31 | $438,958 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2005-12-31 | $7,942 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2005-12-31 | $0 |
| 2009: ROBISON, CURPHEY & O'CONNELL 401(K) 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | Yes |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | Yes |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Insurance | Yes |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
