401k Plan data: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN plan

ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 401k Plan overview

Plan Name	ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN
Plan identification number	001

ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

ROBERT THOMAS & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT THOMAS & ASSOCIATES, LLC

Employer identification number (EIN): 205431637

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 ROBERT G. PERKINS 2021-06-01
001 2019-01-01 ROBERT G. PERKINS 2020-02-17
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01

Plan Statistics for ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN

401k plan membership statisitcs for ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN

Measure Date Value
2020: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
2019: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2020: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
2019: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN

Measure	Date	Value
2020 : ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-1,244,521
Total income from all sources	2020-12-31	$19,391
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$1,225,130
Other income received	2020-12-31	$19,391
Net income (gross income less expenses)	2020-12-31	$19,391
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,225,130
2019 : ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$225,667
Total plan assets at end of year	2019-12-31	$1,225,130
Total plan assets at beginning of year	2019-12-31	$999,463
Total contributions received or receivable from participants	2019-12-31	$25,000
Other income received	2019-12-31	$200,667
Net income (gross income less expenses)	2019-12-31	$225,667
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,225,130
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$999,463
2018 : ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-142,602
Total plan assets at end of year	2018-12-31	$999,463
Total plan assets at beginning of year	2018-12-31	$1,142,065
Other income received	2018-12-31	$-167,602
Net income (gross income less expenses)	2018-12-31	$-142,602
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$999,463
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,142,065
Total contributions received or receivable from employer(s)	2018-12-31	$25,000
2017 : ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$251,329
Total plan assets at end of year	2017-12-31	$1,142,065
Total plan assets at beginning of year	2017-12-31	$890,736
Other income received	2017-12-31	$131,329
Net income (gross income less expenses)	2017-12-31	$251,329
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,142,065
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$890,736
Total contributions received or receivable from employer(s)	2017-12-31	$120,000
2016 : ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$158,928
Total plan assets at end of year	2016-12-31	$890,736
Total plan assets at beginning of year	2016-12-31	$731,808
Other income received	2016-12-31	$40,928
Net income (gross income less expenses)	2016-12-31	$158,928
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$890,736
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$731,808
Total contributions received or receivable from employer(s)	2016-12-31	$118,000
2015 : ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$96,416
Total plan assets at end of year	2015-12-31	$731,808
Total plan assets at beginning of year	2015-12-31	$635,392
Other income received	2015-12-31	$-21,584
Net income (gross income less expenses)	2015-12-31	$96,416
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$731,808
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$635,392
Total contributions received or receivable from employer(s)	2015-12-31	$118,000

Form 5500 Responses for ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN

2020: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT THOMAS & ASSOCIATES, LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT THOMAS & ASSOCIATES, LLC
Employer identification number (EIN):	205431637
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	ROBERT G. PERKINS	2021-06-01
001	2019-01-01	ROBERT G. PERKINS	2020-02-17
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01