ROBINETTE INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBINETTE INSURANCE AGENCY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022 : ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-16 | $-134,074 |
| Expenses. Total of all expenses incurred | 2022-12-16 | $263,000 |
| Benefits paid (including direct rollovers) | 2022-12-16 | $263,000 |
| Total plan assets at end of year | 2022-12-16 | $0 |
| Total plan assets at beginning of year | 2022-12-16 | $397,074 |
| Value of fidelity bond covering the plan | 2022-12-16 | $40,000 |
| Other income received | 2022-12-16 | $-134,074 |
| Net income (gross income less expenses) | 2022-12-16 | $-397,074 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-16 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-16 | $397,074 |
| Assets. Value of employer securities | 2022-12-16 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-16 | $0 |
| Total income from all sources | 2022-06-30 | $2,572 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $0 |
| Total plan assets at end of year | 2022-06-30 | $397,074 |
| Total plan assets at beginning of year | 2022-06-30 | $394,502 |
| Value of fidelity bond covering the plan | 2022-06-30 | $40,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $7,158 |
| Other income received | 2022-06-30 | $-8,831 |
| Net income (gross income less expenses) | 2022-06-30 | $2,572 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $397,074 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $394,502 |
| Assets. Value of employer securities | 2022-06-30 | $292,016 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $4,245 |
| 2021 : ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $13,631 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $0 |
| Total plan assets at end of year | 2021-06-30 | $394,502 |
| Total plan assets at beginning of year | 2021-06-30 | $380,871 |
| Value of fidelity bond covering the plan | 2021-06-30 | $40,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $6,889 |
| Other income received | 2021-06-30 | $2,876 |
| Net income (gross income less expenses) | 2021-06-30 | $13,631 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $394,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $380,871 |
| Assets. Value of employer securities | 2021-06-30 | $267,784 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $3,866 |
| 2020 : ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $633 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $0 |
| Total plan assets at end of year | 2020-06-30 | $380,871 |
| Total plan assets at beginning of year | 2020-06-30 | $380,238 |
| Value of fidelity bond covering the plan | 2020-06-30 | $40,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $5,878 |
| Other income received | 2020-06-30 | $-8,783 |
| Net income (gross income less expenses) | 2020-06-30 | $633 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $380,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $380,238 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-06-30 | $418 |
| Assets. Value of employer securities | 2020-06-30 | $302,284 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $3,538 |
| 2019 : ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $32,476 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $0 |
| Total plan assets at end of year | 2019-06-30 | $380,238 |
| Total plan assets at beginning of year | 2019-06-30 | $347,762 |
| Value of fidelity bond covering the plan | 2019-06-30 | $40,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $5,905 |
| Other income received | 2019-06-30 | $23,011 |
| Net income (gross income less expenses) | 2019-06-30 | $32,476 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $380,238 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $347,762 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-06-30 | $418 |
| Assets. Value of employer securities | 2019-06-30 | $327,530 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $3,560 |
| 2018 : ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $171 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $12,495 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $12,495 |
| Total plan assets at end of year | 2018-06-30 | $347,762 |
| Total plan assets at beginning of year | 2018-06-30 | $360,086 |
| Value of fidelity bond covering the plan | 2018-06-30 | $40,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $6,635 |
| Other income received | 2018-06-30 | $-10,607 |
| Net income (gross income less expenses) | 2018-06-30 | $-12,324 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $347,762 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $360,086 |
| Assets. Value of employer securities | 2018-06-30 | $308,684 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $4,143 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $-401 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $4,796 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $4,796 |
| Total plan assets at end of year | 2017-06-30 | $360,086 |
| Total plan assets at beginning of year | 2017-06-30 | $365,283 |
| Value of fidelity bond covering the plan | 2017-06-30 | $40,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $6,985 |
| Other income received | 2017-06-30 | $-11,765 |
| Net income (gross income less expenses) | 2017-06-30 | $-5,197 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $360,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $365,283 |
| Assets. Value of participant loans | 2017-06-30 | $3,265 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-06-30 | $554 |
| Assets. Value of employer securities | 2017-06-30 | $325,916 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $4,379 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
| 2016 : ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $85,749 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $0 |
| Total plan assets at end of year | 2016-06-30 | $365,283 |
| Total plan assets at beginning of year | 2016-06-30 | $279,534 |
| Value of fidelity bond covering the plan | 2016-06-30 | $30,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $9,273 |
| Other income received | 2016-06-30 | $70,383 |
| Net income (gross income less expenses) | 2016-06-30 | $85,749 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $365,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $279,534 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-06-30 | $554 |
| Assets. Value of employer securities | 2016-06-30 | $341,622 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $6,093 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $151,054 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $0 |
| Total plan assets at end of year | 2015-06-30 | $279,534 |
| Total plan assets at beginning of year | 2015-06-30 | $128,480 |
| Value of fidelity bond covering the plan | 2015-06-30 | $30,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $5,051 |
| Other income received | 2015-06-30 | $142,866 |
| Net income (gross income less expenses) | 2015-06-30 | $151,054 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $279,534 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $128,480 |
| Assets. Value of employer securities | 2015-06-30 | $271,345 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $3,137 |
| 2014 : ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $128,495 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $15 |
| Total plan assets at end of year | 2014-06-30 | $128,480 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $15 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $118,847 |
| Other income received | 2014-06-30 | $9,648 |
| Net income (gross income less expenses) | 2014-06-30 | $128,480 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $128,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $0 |
| Assets. Value of employer securities | 2014-06-30 | $128,480 |
| 2022: ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | Yes |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | Yes |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBINETTE INSURANCE AGENCY RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-11-04 | Type of plan entity | Single employer plan |
| 2013-11-04 | First time form 5500 has been submitted | Yes |
| 2013-11-04 | Submission has been amended | No |
| 2013-11-04 | This submission is the final filing | No |
| 2013-11-04 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-11-04 | Plan is a collectively bargained plan | No |
| 2013-11-04 | Plan funding arrangement – Trust | Yes |
| 2013-11-04 | Plan benefit arrangement - Trust | Yes |
