401k Plan data: CARNAL-ROBERTS AGENCY, INC. PROFIT SHARING PLAN plan

CARNAL-ROBERTS AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARNAL-ROBERTS AGENCY, INC. PROFIT SHARING PLAN
Plan identification number	001

CARNAL-ROBERTS AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

CARNAL-ROBERTS AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARNAL-ROBERTS AGENCY, INC.

Employer identification number (EIN): 620802965

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARNAL-ROBERTS AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 TIM ROBERTS 2023-12-14 TIM ROBERTS 2023-12-14
001 2021-10-01 TIM ROBERTS 2022-12-21 TIM ROBERTS 2022-12-21
001 2020-10-01 TIM ROBERTS 2022-01-07 TIM ROBERTS 2022-01-07
001 2019-10-01 TIM ROBERTS 2021-01-20 TIM ROBERTS 2021-01-20
001 2018-10-01 TIM ROBERTS 2020-01-09 TIM ROBERTS 2020-01-09
001 2017-10-01 TIM ROBERTS 2019-01-24 TIM ROBERTS 2019-01-24
001 2016-10-01 TIM ROBERTS 2017-10-27 TIM ROBERTS 2017-10-27
001 2015-10-01 TIM ROBERTS 2016-12-14 TIM ROBERTS 2016-12-14
001 2014-10-01 TIM ROBERTS 2015-10-22 TIM ROBERTS 2015-10-22
001 2013-10-01 TIM ROBERTS 2014-12-22 TIM ROBERTS 2014-12-22
001 2012-10-01 TIM ROABERTS 2014-01-17 TIM ROBERTS 2014-01-17
001 2011-10-01 TIM ROBERTS 2012-12-28
001 2010-10-01 TIM ROBERTS 2011-12-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	TIM ROBERTS	2023-12-14	TIM ROBERTS	2023-12-14
001	2021-10-01	TIM ROBERTS	2022-12-21	TIM ROBERTS	2022-12-21
001	2020-10-01	TIM ROBERTS	2022-01-07	TIM ROBERTS	2022-01-07
001	2019-10-01	TIM ROBERTS	2021-01-20	TIM ROBERTS	2021-01-20
001	2018-10-01	TIM ROBERTS	2020-01-09	TIM ROBERTS	2020-01-09
001	2017-10-01	TIM ROBERTS	2019-01-24	TIM ROBERTS	2019-01-24
001	2016-10-01	TIM ROBERTS	2017-10-27	TIM ROBERTS	2017-10-27
001	2015-10-01	TIM ROBERTS	2016-12-14	TIM ROBERTS	2016-12-14
001	2014-10-01	TIM ROBERTS	2015-10-22	TIM ROBERTS	2015-10-22
001	2013-10-01	TIM ROBERTS	2014-12-22	TIM ROBERTS	2014-12-22
001	2012-10-01	TIM ROABERTS	2014-01-17	TIM ROBERTS	2014-01-17
001	2011-10-01	TIM ROBERTS	2012-12-28
001	2010-10-01	TIM ROBERTS	2011-12-15

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Company Name:	CARNAL-ROBERTS AGENCY, INC.
Employer identification number (EIN):	620802965
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages