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ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN
Plan identification number 001

ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

ROBERTS AND ROBERTS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CANITA GUNTER PETERSON2019-09-18
0012017-01-01CANITA GUNTER PETERSON2018-10-09
0012016-01-01CANITA GUNTER PETERSON2017-10-16
0012015-01-01CANITA GUNTER PETERSON
0012014-01-01CANITA GUNTER PETERSON2015-10-12

Plan Statistics for ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN

Measure Date Value
2015: ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01111
Total number of active participants reported on line 7a of the Form 55002015-01-0181
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0185
Total participants2015-01-0185
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN

Measure Date Value
2015 : ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$101,191
Expenses. Total of all expenses incurred2015-12-31$32,111
Benefits paid (including direct rollovers)2015-12-31$31,551
Total plan assets at end of year2015-12-31$1,890,954
Total plan assets at beginning of year2015-12-31$1,821,874
Value of fidelity bond covering the plan2015-12-31$210,000
Total contributions received or receivable from participants2015-12-31$136,515
Expenses. Other expenses not covered elsewhere2015-12-31$560
Other income received2015-12-31$-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 employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0

Form 5500 Responses for ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN

2015: ROBERTS & ROBERTS, INC. 401(K)PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number115184
Policy instance 1
Insurance contract or identification number115184
Number of Individuals Covered49
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,166
Total amount of fees paid to insurance companyUSD $896
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $260
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameTHOMAS HOWELL FERGUSON P.A.

Potentially related plans

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