401k Plan data: ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN plan

ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covering Self-Employed individuals.
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

ROBIN ROBERTSON,INC. DBA THE ROBERTSON GROUP has sponsored the creation of one or more 401k plans.

Company Name: ROBIN ROBERTSON,INC. DBA THE ROBERTSON GROUP

Employer identification number (EIN): 203192959

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 ROBIN ROBERTSON 2017-07-27
002 2015-01-01 ROBIN ROBERTSON 2016-07-01
002 2014-01-01 ROBIN ROBERTSON 2015-09-29
002 2013-01-01 ROBIN ROBERTSON 2014-09-10
002 2012-01-01 ROBIN ROBERTSON 2013-10-10
002 2011-01-01 ROBIN ROBERTSON 2012-10-15
002 2010-01-01 ROBIN ROBERTSON 2011-10-10
002 2009-01-01 ROBIN ROBERTSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-01-01	ROBIN ROBERTSON	2017-07-27
002	2015-01-01	ROBIN ROBERTSON	2016-07-01
002	2014-01-01	ROBIN ROBERTSON	2015-09-29
002	2013-01-01	ROBIN ROBERTSON	2014-09-10
002	2012-01-01	ROBIN ROBERTSON	2013-10-10
002	2011-01-01	ROBIN ROBERTSON	2012-10-15
002	2010-01-01	ROBIN ROBERTSON	2011-10-10
002	2009-01-01	ROBIN ROBERTSON

Plan Statistics for ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,171,995
Acturial value of plan assets 2016-12-31 1,171,995
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 899,717
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 899,717
Total participant count 2016-12-31 1
Total funding target for all participants 2016-12-31 899,717
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,171,995
Acturial value of plan assets	2016-12-31	1,171,995
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	899,717
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	899,717
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	899,717
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN

2009: ROBIN ROBERTSON FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

ROBIN ROBERTSON FINANCIAL, INC. 401(K) PROFIT SHARING PLAN [EIN = 330214595]

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Company Name:	ROBIN ROBERTSON,INC. DBA THE ROBERTSON GROUP
Employer identification number (EIN):	203192959
NAIC Classification:	523900