ROBERTS & ASSOCIATES CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERTS & ASSOCIATES CPA 401K PLAN
| Measure | Date | Value |
|---|
| 2025: ROBERTS & ASSOCIATES CPA 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-26 | 10 |
| Total number of particpants at end of year | 2025-06-26 | 13 |
| Number of Participants With Account Balances | 2025-06-26 | 6 |
| 2024: ROBERTS & ASSOCIATES CPA 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-13 | 9 |
| Total number of particpants at end of year | 2024-06-13 | 10 |
| Number of Participants With Account Balances | 2024-06-13 | 5 |
| 2022: ROBERTS & ASSOCIATES CPA 401K PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-25 | 8 |
| Total number of particpants at end of year | 2022-06-25 | 8 |
| Number of Participants With Account Balances | 2022-06-25 | 6 |
| Measure | Date | Value |
|---|
| 2025 : ROBERTS & ASSOCIATES CPA 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-26 | 2855 |
| Net assets as of the end of the plan year | 2025-06-26 | 729404 |
| Total assets as of the beginning of the plan year | 2025-06-26 | 517828 |
| Value of plan covered by a fidelity bond | 2025-06-26 | 52000 |
| Participant contributions to plan in this plan year | 2025-06-26 | 109370 |
| Other income to plan in this plan year | 2025-06-26 | 87504 |
| Plan net income in this plan year | 2025-06-26 | 211576 |
| Net assets as of the end of the plan year | 2025-06-26 | 729404 |
| Net assets as of the beginning of the plan year | 2025-06-26 | 517828 |
| Employer contributions to plan in this plan year | 2025-06-26 | 17557 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-26 | 2855 |
| 2024 : ROBERTS & ASSOCIATES CPA 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-13 | 1844 |
| Net assets as of the end of the plan year | 2024-06-13 | 517828 |
| Total assets as of the beginning of the plan year | 2024-06-13 | 338139 |
| Value of plan covered by a fidelity bond | 2024-06-13 | 34000 |
| Participant contributions to plan in this plan year | 2024-06-13 | 97982 |
| Other income to plan in this plan year | 2024-06-13 | 66361 |
| Plan net income in this plan year | 2024-06-13 | 179689 |
| Net assets as of the end of the plan year | 2024-06-13 | 517828 |
| Net assets as of the beginning of the plan year | 2024-06-13 | 338139 |
| Employer contributions to plan in this plan year | 2024-06-13 | 17190 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-13 | 1844 |
| 2022 : ROBERTS & ASSOCIATES CPA 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-25 | 1489 |
| Net assets as of the end of the plan year | 2022-06-25 | 410820 |
| Total assets as of the beginning of the plan year | 2022-06-25 | 255364 |
| Value of plan covered by a fidelity bond | 2022-06-25 | 26000 |
| Participant contributions to plan in this plan year | 2022-06-25 | 83210 |
| Other income to plan in this plan year | 2022-06-25 | 55785 |
| Plan net income in this plan year | 2022-06-25 | 155456 |
| Net assets as of the end of the plan year | 2022-06-25 | 410820 |
| Net assets as of the beginning of the plan year | 2022-06-25 | 255364 |
| Employer contributions to plan in this plan year | 2022-06-25 | 17950 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-25 | 1489 |
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