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JOHN D. ROBA, CO. INC. 401(K) PSP 401k Plan overview

Plan NameJOHN D. ROBA, CO. INC. 401(K) PSP
Plan identification number 001

JOHN D. ROBA, CO. INC. 401(K) PSP 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.
  • 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

JOHN D. ROBA, CO. INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN D. ROBA, CO. INC.
Employer identification number (EIN):161030308
NAIC Classification:423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN D. ROBA, CO. INC. 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01BRIAN ROBA2019-09-30 BRIAN ROBA2019-09-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SALLY A. MOORE
0012011-01-01SALLY A. MOORE
0012009-01-01SALLY A. MOORE

Plan Statistics for JOHN D. ROBA, CO. INC. 401(K) PSP

401k plan membership statisitcs for JOHN D. ROBA, CO. INC. 401(K) PSP

Measure Date Value
2018: JOHN D. ROBA, CO. INC. 401(K) PSP 2018 401k membership
Total participants, beginning-of-year2018-01-0125
Total number of active participants reported on line 7a of the Form 55002018-01-0129
Total of all active and inactive participants2018-01-0129
Total participants2018-01-0129
2017: JOHN D. ROBA, CO. INC. 401(K) PSP 2017 401k membership
Total participants, beginning-of-year2017-01-0122
Total number of active participants reported on line 7a of the Form 55002017-01-0125
Total of all active and inactive participants2017-01-0125
Total participants2017-01-0125
Number of participants with account balances2017-01-0125
2016: JOHN D. ROBA, CO. INC. 401(K) PSP 2016 401k membership
Total participants, beginning-of-year2016-01-0117
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Total of all active and inactive participants2016-01-0122
Total participants2016-01-0122
Number of participants with account balances2016-01-0122
2015: JOHN D. ROBA, CO. INC. 401(K) PSP 2015 401k membership
Total participants, beginning-of-year2015-01-0122
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Total of all active and inactive participants2015-01-0117
Total participants2015-01-0117
Number of participants with account balances2015-01-0117
2014: JOHN D. ROBA, CO. INC. 401(K) PSP 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0122
Total participants2014-01-0122
Number of participants with account balances2014-01-0122
2013: JOHN D. ROBA, CO. INC. 401(K) PSP 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Total of all active and inactive participants2013-01-0120
Total participants2013-01-0120
Number of participants with account balances2013-01-0120
2012: JOHN D. ROBA, CO. INC. 401(K) PSP 2012 401k membership
Total participants, beginning-of-year2012-01-0120
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0123
Number of participants with account balances2012-01-0123
2011: JOHN D. ROBA, CO. INC. 401(K) PSP 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Total of all active and inactive participants2011-01-0120
Total participants2011-01-0120
Number of participants with account balances2011-01-0120
2009: JOHN D. ROBA, CO. INC. 401(K) PSP 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-0113
Total participants2009-01-0113
Number of participants with account balances2009-01-0113

Financial Data on JOHN D. ROBA, CO. INC. 401(K) PSP

Measure Date Value
2018 : JOHN D. ROBA, CO. INC. 401(K) PSP 2018 401k financial data
Total income from all sources2018-12-31$13,190
Expenses. Total of all expenses incurred2018-12-31$126,711
Benefits paid (including direct rollovers)2018-12-31$125,422
Total plan assets at end of year2018-12-31$292,902
Total plan assets at beginning of year2018-12-31$406,423
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$17,117
Other income received2018-12-31$-34,956
Net income (gross income less expenses)2018-12-31$-113,521
Net plan assets at end of year (total assets less liabilities)2018-12-31$292,902
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$406,423
Total contributions received or receivable from employer(s)2018-12-31$31,029
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,289
2017 : JOHN D. ROBA, CO. INC. 401(K) PSP 2017 401k financial data
Total income from all sources2017-12-31$116,014
Expenses. Total of all expenses incurred2017-12-31$6,559
Benefits paid (including direct rollovers)2017-12-31$5,312
Total plan assets at end of year2017-12-31$406,423
Total plan assets at beginning of year2017-12-31$296,968
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$29,010
Other income received2017-12-31$56,953
Net income (gross income less expenses)2017-12-31$109,455
Net plan assets at end of year (total assets less liabilities)2017-12-31$406,423
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$296,968
Total contributions received or receivable from employer(s)2017-12-31$30,051
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,247
2016 : JOHN D. ROBA, CO. INC. 401(K) PSP 2016 401k financial data
Total income from all sources2016-12-31$75,986
Expenses. Total of all expenses incurred2016-12-31$73,553
Benefits paid (including direct rollovers)2016-12-31$72,426
Total plan assets at end of year2016-12-31$296,968
Total plan assets at beginning of year2016-12-31$294,535
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$14,391
Other income received2016-12-31$30,138
Net income (gross income less expenses)2016-12-31$2,433
Net plan assets at end of year (total assets less liabilities)2016-12-31$296,968
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$294,535
Total contributions received or receivable from employer(s)2016-12-31$31,457
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,127
2015 : JOHN D. ROBA, CO. INC. 401(K) PSP 2015 401k financial data
Total income from all sources2015-12-31$32,042
Expenses. Total of all expenses incurred2015-12-31$162,622
Benefits paid (including direct rollovers)2015-12-31$161,521
Total plan assets at end of year2015-12-31$294,535
Total plan assets at beginning of year2015-12-31$425,115
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$18,257
Other income received2015-12-31$-14,413
Net income (gross income less expenses)2015-12-31$-130,580
Net plan assets at end of year (total assets less liabilities)2015-12-31$294,535
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$425,115
Total contributions received or receivable from employer(s)2015-12-31$28,198
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,101
2014 : JOHN D. ROBA, CO. INC. 401(K) PSP 2014 401k financial data
Total income from all sources2014-12-31$71,426
Expenses. Total of all expenses incurred2014-12-31$11,813
Benefits paid (including direct rollovers)2014-12-31$11,350
Total plan assets at end of year2014-12-31$425,115
Total plan assets at beginning of year2014-12-31$365,502
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$19,846
Other income received2014-12-31$19,831
Net income (gross income less expenses)2014-12-31$59,613
Net plan assets at end of year (total assets less liabilities)2014-12-31$425,115
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$365,502
Total contributions received or receivable from employer(s)2014-12-31$31,749
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$463
2013 : JOHN D. ROBA, CO. INC. 401(K) PSP 2013 401k financial data
Total income from all sources2013-12-31$108,033
Expenses. Total of all expenses incurred2013-12-31$7,887
Benefits paid (including direct rollovers)2013-12-31$7,235
Total plan assets at end of year2013-12-31$365,502
Total plan assets at beginning of year2013-12-31$265,356
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$13,618
Other income received2013-12-31$66,475
Net income (gross income less expenses)2013-12-31$100,146
Net plan assets at end of year (total assets less liabilities)2013-12-31$365,502
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$265,356
Total contributions received or receivable from employer(s)2013-12-31$27,940
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$652
2012 : JOHN D. ROBA, CO. INC. 401(K) PSP 2012 401k financial data
Total income from all sources2012-12-31$72,523
Expenses. Total of all expenses incurred2012-12-31$367
Total plan assets at end of year2012-12-31$265,356
Total plan assets at beginning of year2012-12-31$193,200
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$11,739
Other income received2012-12-31$31,284
Net income (gross income less expenses)2012-12-31$72,156
Net plan assets at end of year (total assets less liabilities)2012-12-31$265,356
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$193,200
Total contributions received or receivable from employer(s)2012-12-31$29,500
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$367
2011 : JOHN D. ROBA, CO. INC. 401(K) PSP 2011 401k financial data
Total income from all sources2011-12-31$31,121
Expenses. Total of all expenses incurred2011-12-31$6,793
Benefits paid (including direct rollovers)2011-12-31$6,112
Total plan assets at end of year2011-12-31$193,200
Total plan assets at beginning of year2011-12-31$168,872
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$10,138
Other income received2011-12-31$-3,999
Net income (gross income less expenses)2011-12-31$24,328
Net plan assets at end of year (total assets less liabilities)2011-12-31$193,200
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$168,872
Total contributions received or receivable from employer(s)2011-12-31$24,982
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$681
2010 : JOHN D. ROBA, CO. INC. 401(K) PSP 2010 401k financial data
Total income from all sources2010-12-31$47,145
Expenses. Total of all expenses incurred2010-12-31$3,992
Benefits paid (including direct rollovers)2010-12-31$3,740
Total plan assets at end of year2010-12-31$168,872
Total plan assets at beginning of year2010-12-31$125,719
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$2,405
Other income received2010-12-31$24,546
Net income (gross income less expenses)2010-12-31$43,153
Net plan assets at end of year (total assets less liabilities)2010-12-31$168,872
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$125,719
Total contributions received or receivable from employer(s)2010-12-31$20,194
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$252

Form 5500 Responses for JOHN D. ROBA, CO. INC. 401(K) PSP

2018: JOHN D. ROBA, CO. INC. 401(K) PSP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN D. ROBA, CO. INC. 401(K) PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN D. ROBA, CO. INC. 401(K) PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN D. ROBA, CO. INC. 401(K) PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN D. ROBA, CO. INC. 401(K) PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN D. ROBA, CO. INC. 401(K) PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN D. ROBA, CO. INC. 401(K) PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN D. ROBA, CO. INC. 401(K) PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN D. ROBA, CO. INC. 401(K) PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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