401k Plan data: ROBERTS ROOFING & SIDING COMPANY, INC. 401(K) PROFIT SHARING PLAN plan

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

Plan Name	ROBERTS ROOFING & SIDING COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ROBERTS ROOFING & SIDING COMPANY, INC. 401(K) 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.
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 ROOFING & SIDING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERTS ROOFING & SIDING COMPANY, INC.

Employer identification number (EIN): 160967113

NAIC Classification: 238100

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JERRY ROBERTS 2024-08-28 JERRY ROBERTS 2024-08-28
001 2022-01-01 JANELLE ROBERTS ACHTYL 2023-09-08 JANELLE ROBERTS ACHTYL 2023-09-08
001 2021-01-01 JAMEY ROBERTS 2022-09-23 JAMEY ROBERTS 2022-09-23
001 2020-01-01 JANELLE ROBERTS 2021-04-28 JANELLE ROBERTS 2021-04-28
001 2019-01-01 JANELLE ROBERTS 2020-06-05 JANELLE ROBERTS 2020-06-05
001 2018-01-01 JERRY ROBERTS 2019-03-22 JERRY ROBERTS 2019-03-22
001 2017-01-01 JERRY ROBERTS 2018-05-09 JERRY ROBERTS 2018-05-09
001 2016-01-01 JANELLE ROBERTS 2017-07-17 JANELLE ROBERTS 2017-07-17
001 2015-01-01 JANELLE ROBERTS 2016-09-22 JANELLE ROBERTS 2016-09-22
001 2014-01-01 JERRY ROBERTS 2015-03-04 JERRY ROBERTS 2015-03-04
001 2013-01-01 JERRY ROBERTS 2014-02-17 JERRY ROBERTS 2014-02-17
001 2012-01-01 JERRY ROBERTS 2013-09-06 JERRY ROBERTS 2013-09-06
001 2011-01-01 JERRY ROBERTS 2012-02-16 JERRY ROBERTS 2012-02-16
001 2010-01-01 JERRY ROBERTS 2011-04-22 JERRY ROBERTS 2011-04-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JERRY ROBERTS	2024-08-28	JERRY ROBERTS	2024-08-28
001	2022-01-01	JANELLE ROBERTS ACHTYL	2023-09-08	JANELLE ROBERTS ACHTYL	2023-09-08
001	2021-01-01	JAMEY ROBERTS	2022-09-23	JAMEY ROBERTS	2022-09-23
001	2020-01-01	JANELLE ROBERTS	2021-04-28	JANELLE ROBERTS	2021-04-28
001	2019-01-01	JANELLE ROBERTS	2020-06-05	JANELLE ROBERTS	2020-06-05
001	2018-01-01	JERRY ROBERTS	2019-03-22	JERRY ROBERTS	2019-03-22
001	2017-01-01	JERRY ROBERTS	2018-05-09	JERRY ROBERTS	2018-05-09
001	2016-01-01	JANELLE ROBERTS	2017-07-17	JANELLE ROBERTS	2017-07-17
001	2015-01-01	JANELLE ROBERTS	2016-09-22	JANELLE ROBERTS	2016-09-22
001	2014-01-01	JERRY ROBERTS	2015-03-04	JERRY ROBERTS	2015-03-04
001	2013-01-01	JERRY ROBERTS	2014-02-17	JERRY ROBERTS	2014-02-17
001	2012-01-01	JERRY ROBERTS	2013-09-06	JERRY ROBERTS	2013-09-06
001	2011-01-01	JERRY ROBERTS	2012-02-16	JERRY ROBERTS	2012-02-16
001	2010-01-01	JERRY ROBERTS	2011-04-22	JERRY ROBERTS	2011-04-22

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Company Name:	ROBERTS ROOFING & SIDING COMPANY, INC.
Employer identification number (EIN):	160967113
NAIC Classification:	238100