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| Company Name: | ROBERTSON & ASSOCIATES, LLP |
| Employer identification number (EIN): | 954754358 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-07-11 | ||||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | ROBERTSON & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN | 2012-01-01 | 1989-01-01 |
| 003 | ROBERTSON & ASSOCIATES, LLP PROFIT SHARING PLAN | 2016-01-01 | 2015-01-01 |
| 002 | ROBERTSON & ASSOCIATES, LLP CASH BALANCE PENSION PLAN | 2016-01-01 | 2015-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-03-27 | Employer Contributions | $ 1,620,422 |
| 2023-03-27 | Employee Contributions | $ 1,620,422 |
| 2023-03-07 | Employer Contributions | $ 21,601 |
| 2023-03-07 | Employee Contributions | $ 21,601 |
| 2022-04-07 | Employer Contributions | $ 9,291 |
| 2022-04-07 | Employee Contributions | $ 9,291 |
| 2022-03-31 | Employer Contributions | $ 1,515,000 |
| 2022-03-31 | Employee Contributions | $ 1,515,000 |
| 2019-07-24 | Employer Contributions | $ 225,856 |
| 2019-07-24 | Employee Contributions | $ 225,856 |
| 2018-04-17 | Employer Contributions | $ 11,493 |
| 2018-04-17 | Employee Contributions | $ 11,493 |
| 2017-05-01 | Employer Contributions | $ 23,136 |
| 2017-05-01 | Employee Contributions | $ 23,136 |
| 2016-04-12 | Employer Contributions | $ 215,000 |
| 2016-04-12 | Employee Contributions | $ 215,000 |
| 2016-04-11 | Employer Contributions | $ 2,471 |
| 2016-04-11 | Employee Contributions | $ 2,471 |
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