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Plan Name | ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ROBERTS AND ROBERTS, INC. |
Employer identification number (EIN): | 592895927 |
NAIC Classification: | 237310 |
NAIC Description: | Highway, Street, and Bridge Construction |
Additional information about ROBERTS AND ROBERTS, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1996-02-15 |
Company Identification Number: | 50129189 |
Legal Registered Office Address: |
1800 NW 169TH PL STE A-305 BEAVERTON United States of America (USA) 97006 |
More information about ROBERTS AND ROBERTS, INC.
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 | CANITA GUNTER PETERSON | 2019-09-18 | ||
001 | 2017-01-01 | CANITA GUNTER PETERSON | 2018-10-09 | ||
001 | 2016-01-01 | CANITA GUNTER PETERSON | 2017-10-16 | ||
001 | 2015-01-01 | CANITA GUNTER PETERSON | |||
001 | 2014-01-01 | CANITA GUNTER PETERSON | 2015-10-12 |
Measure | Date | Value |
---|---|---|
2015: ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 81 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 85 |
Total participants | 2015-01-01 | 85 |
Number of participants with account balances | 2015-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $101,191 |
Expenses. Total of all expenses incurred | 2015-12-31 | $32,111 |
Benefits paid (including direct rollovers) | 2015-12-31 | $31,551 |
Total plan assets at end of year | 2015-12-31 | $1,890,954 |
Total plan assets at beginning of year | 2015-12-31 | $1,821,874 |
Value of fidelity bond covering the plan | 2015-12-31 | $210,000 |
Total contributions received or receivable from participants | 2015-12-31 | $136,515 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $560 |
Other income received | 2015-12-31 | $-35,324 |
Net income (gross income less expenses) | 2015-12-31 | $69,080 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,890,954 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,821,874 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
2015: ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN 2015 form 5500 responses | ||
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||
Policy contract number | 115184 | ||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||
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