Logo

THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE JOHN ROBERTS COMPANY PROFIT SHARING PLAN
Plan identification number 006

THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE JOHN ROBERTS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE JOHN ROBERTS COMPANY
Employer identification number (EIN):410763427
NAIC Classification:511190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-09-01
0062021-09-01
0062020-09-01
0062019-09-01
0062018-09-01
0062017-09-01CHANTELLE BUTCHER
0062016-09-01JULIE PETRANGELO
0062015-09-01JULIE PETRANGELO
0062014-09-01JULIE PETRANGELO
0062013-09-01JULIE PETRANGELO
0062012-09-01JULIE PETRANGELO
0062011-09-01JULIE PETRANGELO JULIE PETRANGELO2013-01-15
0062009-09-01JULIE PETRANGELO JULIE PETRANGELO2011-02-04

Plan Statistics for THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN

Measure Date Value
2022: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-09-01311
Total number of active participants reported on line 7a of the Form 55002022-09-01200
Number of retired or separated participants receiving benefits2022-09-010
Number of other retired or separated participants entitled to future benefits2022-09-0185
Total of all active and inactive participants2022-09-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-09-012
Total participants2022-09-01287
Number of participants with account balances2022-09-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-09-0110
2021: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01307
Total number of active participants reported on line 7a of the Form 55002021-09-01238
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-0171
Total of all active and inactive participants2021-09-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-012
Total participants2021-09-01311
Number of participants with account balances2021-09-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01356
Total number of active participants reported on line 7a of the Form 55002020-09-01243
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-0162
Total of all active and inactive participants2020-09-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-012
Total participants2020-09-01307
Number of participants with account balances2020-09-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01368
Total number of active participants reported on line 7a of the Form 55002019-09-01281
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-0172
Total of all active and inactive participants2019-09-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-013
Total participants2019-09-01356
Number of participants with account balances2019-09-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01282
Total number of active participants reported on line 7a of the Form 55002018-09-01313
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-0152
Total of all active and inactive participants2018-09-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-013
Total participants2018-09-01368
Number of participants with account balances2018-09-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01303
Total number of active participants reported on line 7a of the Form 55002017-09-01223
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0157
Total of all active and inactive participants2017-09-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-012
Total participants2017-09-01282
Number of participants with account balances2017-09-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01301
Total number of active participants reported on line 7a of the Form 55002016-09-01243
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-0158
Total of all active and inactive participants2016-09-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-012
Total participants2016-09-01303
Number of participants with account balances2016-09-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01302
Total number of active participants reported on line 7a of the Form 55002015-09-01233
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0166
Total of all active and inactive participants2015-09-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-012
Total participants2015-09-01301
Number of participants with account balances2015-09-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01303
Total number of active participants reported on line 7a of the Form 55002014-09-01237
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0164
Total of all active and inactive participants2014-09-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-011
Total participants2014-09-01302
Number of participants with account balances2014-09-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-0111
2013: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01334
Total number of active participants reported on line 7a of the Form 55002013-09-01250
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0152
Total of all active and inactive participants2013-09-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-011
Total participants2013-09-01303
Number of participants with account balances2013-09-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-018
2012: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01350
Total number of active participants reported on line 7a of the Form 55002012-09-01271
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0162
Total of all active and inactive participants2012-09-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-011
Total participants2012-09-01334
Number of participants with account balances2012-09-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-011
2011: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01328
Total number of active participants reported on line 7a of the Form 55002011-09-01290
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0160
Total of all active and inactive participants2011-09-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01350
Number of participants with account balances2011-09-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-011
2009: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01335
Total number of active participants reported on line 7a of the Form 55002009-09-01277
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0158
Total of all active and inactive participants2009-09-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01335
Number of participants with account balances2009-09-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-014

Financial Data on THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN

Measure Date Value
2023 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-08-31$4,402,858
Total of all expenses incurred2023-08-31$3,697,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-08-31$3,623,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-08-31$1,545,185
Value of total assets at end of year2023-08-31$32,661,354
Value of total assets at beginning of year2023-08-31$31,955,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-08-31$73,813
Total interest from all sources2023-08-31$32,944
Total dividends received (eg from common stock, registered investment company shares)2023-08-31$1,344,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-08-31$1,344,926
Administrative expenses professional fees incurred2023-08-31$11,000
Was this plan covered by a fidelity bond2023-08-31Yes
Value of fidelity bond cover2023-08-31$1,000,000
If this is an individual account plan, was there a blackout period2023-08-31No
Were there any nonexempt tranactions with any party-in-interest2023-08-31No
Contributions received from participants2023-08-31$1,234,846
Participant contributions at end of year2023-08-31$414,869
Participant contributions at beginning of year2023-08-31$502,283
Participant contributions at end of year2023-08-31$0
Participant contributions at beginning of year2023-08-31$28,942
Assets. Other investments not covered elsewhere at end of year2023-08-31$932,076
Assets. Other investments not covered elsewhere at beginning of year2023-08-31$450,476
Income. Received or receivable in cash from other sources (including rollovers)2023-08-31$1,400
Other income not declared elsewhere2023-08-31$67,378
Administrative expenses (other) incurred2023-08-31$39,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Value of net income/loss2023-08-31$705,428
Value of net assets at end of year (total assets less liabilities)2023-08-31$32,661,354
Value of net assets at beginning of year (total assets less liabilities)2023-08-31$31,955,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-08-31No
Were any leases to which the plan was party in default or uncollectible2023-08-31No
Assets. partnership/joint venture interests at end of year2023-08-31$0
Assets. partnership/joint venture interests at beginning of year2023-08-31$2,474
Investment advisory and management fees2023-08-31$23,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-08-31$26,237,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-08-31$28,723,893
Interest on participant loans2023-08-31$32,944
Value of interest in common/collective trusts at end of year2023-08-31$4,768,625
Value of interest in common/collective trusts at beginning of year2023-08-31$1,904,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-08-31$960,696
Net investment gain or loss from common/collective trusts2023-08-31$451,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-08-31No
Was there a failure to transmit to the plan any participant contributions2023-08-31No
Has the plan failed to provide any benefit when due under the plan2023-08-31No
Contributions received in cash from employer2023-08-31$308,939
Employer contributions (assets) at end of year2023-08-31$308,054
Employer contributions (assets) at beginning of year2023-08-31$343,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-08-31$3,623,617
Did the plan have assets held for investment2023-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-08-31No
Opinion of an independent qualified public accountant for this plan2023-08-31Unqualified
Accountancy firm name2023-08-31EIDE BAILLY LLP
Accountancy firm EIN2023-08-31450250958
2022 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-4,125,466
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$9,320,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$9,236,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$1,778,296
Value of total assets at end of year2022-08-31$31,955,926
Value of total assets at beginning of year2022-08-31$45,402,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$84,037
Total interest from all sources2022-08-31$28,167
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$2,054,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$2,054,500
Administrative expenses professional fees incurred2022-08-31$9,450
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$1,000,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$1,278,090
Participant contributions at end of year2022-08-31$502,283
Participant contributions at beginning of year2022-08-31$550,390
Participant contributions at end of year2022-08-31$28,942
Participant contributions at beginning of year2022-08-31$4,292
Assets. Other investments not covered elsewhere at end of year2022-08-31$450,476
Assets. Other investments not covered elsewhere at beginning of year2022-08-31$438,782
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$142,546
Other income not declared elsewhere2022-08-31$-77,207
Administrative expenses (other) incurred2022-08-31$55,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-13,446,414
Value of net assets at end of year (total assets less liabilities)2022-08-31$31,955,926
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$45,402,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Assets. partnership/joint venture interests at end of year2022-08-31$2,474
Assets. partnership/joint venture interests at beginning of year2022-08-31$2,872
Investment advisory and management fees2022-08-31$18,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$28,723,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$41,425,179
Interest on participant loans2022-08-31$28,167
Value of interest in common/collective trusts at end of year2022-08-31$1,904,118
Value of interest in common/collective trusts at beginning of year2022-08-31$2,980,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-7,904,182
Net investment gain or loss from common/collective trusts2022-08-31$-5,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$357,660
Employer contributions (assets) at end of year2022-08-31$343,740
Employer contributions (assets) at beginning of year2022-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$9,236,911
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31EIDE BAILLY LLP
Accountancy firm EIN2022-08-31450250958
2021 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$10,195,773
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$5,623,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$5,502,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$1,352,291
Value of total assets at end of year2021-08-31$45,402,340
Value of total assets at beginning of year2021-08-31$40,830,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$120,958
Total interest from all sources2021-08-31$34,944
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$1,228,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$1,228,747
Administrative expenses professional fees incurred2021-08-31$9,000
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$1,000,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$1,246,663
Participant contributions at end of year2021-08-31$550,390
Participant contributions at beginning of year2021-08-31$631,375
Participant contributions at end of year2021-08-31$4,292
Participant contributions at beginning of year2021-08-31$5,150
Assets. Other investments not covered elsewhere at end of year2021-08-31$438,782
Assets. Other investments not covered elsewhere at beginning of year2021-08-31$187,710
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$105,327
Other income not declared elsewhere2021-08-31$92,160
Administrative expenses (other) incurred2021-08-31$93,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$4,572,205
Value of net assets at end of year (total assets less liabilities)2021-08-31$45,402,340
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$40,830,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Assets. partnership/joint venture interests at end of year2021-08-31$2,872
Assets. partnership/joint venture interests at beginning of year2021-08-31$0
Investment advisory and management fees2021-08-31$18,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$41,425,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$36,791,792
Interest on participant loans2021-08-31$34,944
Value of interest in common/collective trusts at end of year2021-08-31$2,980,825
Value of interest in common/collective trusts at beginning of year2021-08-31$3,214,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$7,163,971
Net investment gain or loss from common/collective trusts2021-08-31$323,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$5,502,610
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31EIDE BAILLY LLP
Accountancy firm EIN2021-08-31450250958
2020 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$62,009
Total income from all sources (including contributions)2020-08-31$9,403,714
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$3,579,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$3,474,064
Value of total corrective distributions2020-08-31$1,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$5,091,244
Value of total assets at end of year2020-08-31$40,830,135
Value of total assets at beginning of year2020-08-31$35,067,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$103,733
Total interest from all sources2020-08-31$41,757
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$1,468,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$1,468,690
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$1,000,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$1,169,673
Participant contributions at end of year2020-08-31$631,375
Participant contributions at beginning of year2020-08-31$645,747
Participant contributions at end of year2020-08-31$5,150
Participant contributions at beginning of year2020-08-31$5,550
Assets. Other investments not covered elsewhere at end of year2020-08-31$187,710
Assets. Other investments not covered elsewhere at beginning of year2020-08-31$159,754
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$3,921,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-08-31$62,009
Other income not declared elsewhere2020-08-31$48,814
Administrative expenses (other) incurred2020-08-31$85,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$5,824,372
Value of net assets at end of year (total assets less liabilities)2020-08-31$40,830,135
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$35,005,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$18,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$36,791,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$31,744,192
Interest on participant loans2020-08-31$41,757
Value of interest in common/collective trusts at end of year2020-08-31$3,214,108
Value of interest in common/collective trusts at beginning of year2020-08-31$2,512,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$2,700,961
Net investment gain or loss from common/collective trusts2020-08-31$52,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31Yes
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$3,474,064
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31EIDE BAILLY LLP
Accountancy firm EIN2020-08-31450250958
2019 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$62,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$2,205,075
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$4,011,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$3,908,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$1,168,745
Value of total assets at end of year2019-08-31$35,067,772
Value of total assets at beginning of year2019-08-31$36,812,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$103,600
Total interest from all sources2019-08-31$36,781
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$1,681,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$1,681,573
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$1,000,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$1,080,460
Participant contributions at end of year2019-08-31$645,747
Participant contributions at beginning of year2019-08-31$643,235
Participant contributions at end of year2019-08-31$5,550
Participant contributions at beginning of year2019-08-31$0
Assets. Other investments not covered elsewhere at end of year2019-08-31$159,754
Assets. Other investments not covered elsewhere at beginning of year2019-08-31$169,834
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$88,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-08-31$62,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-08-31$0
Other income not declared elsewhere2019-08-31$-111,874
Administrative expenses (other) incurred2019-08-31$84,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-1,806,787
Value of net assets at end of year (total assets less liabilities)2019-08-31$35,005,763
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$36,812,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$18,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$31,744,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$33,869,272
Interest on participant loans2019-08-31$36,781
Value of interest in common/collective trusts at end of year2019-08-31$2,512,529
Value of interest in common/collective trusts at beginning of year2019-08-31$2,130,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-566,402
Net investment gain or loss from common/collective trusts2019-08-31$-3,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$3,908,262
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-08-31410746749
2018 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$4,635,808
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$2,545,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$2,415,030
Value of total corrective distributions2018-08-31$43
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$1,035,859
Value of total assets at end of year2018-08-31$36,812,550
Value of total assets at beginning of year2018-08-31$34,722,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$130,185
Total interest from all sources2018-08-31$37,968
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$1,549,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$1,549,790
Administrative expenses professional fees incurred2018-08-31$8,377
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$1,000,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$982,930
Participant contributions at end of year2018-08-31$643,235
Participant contributions at beginning of year2018-08-31$718,110
Assets. Other investments not covered elsewhere at end of year2018-08-31$169,834
Assets. Other investments not covered elsewhere at beginning of year2018-08-31$146,993
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$52,929
Other income not declared elsewhere2018-08-31$11,733
Administrative expenses (other) incurred2018-08-31$99,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$2,090,550
Value of net assets at end of year (total assets less liabilities)2018-08-31$36,812,550
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$34,722,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$21,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$33,869,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$31,730,923
Interest on participant loans2018-08-31$37,968
Value of interest in common/collective trusts at end of year2018-08-31$2,130,209
Value of interest in common/collective trusts at beginning of year2018-08-31$2,125,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$1,834,346
Net investment gain or loss from common/collective trusts2018-08-31$166,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$2,415,030
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-08-31410746749
2017 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$5,127,126
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$3,391,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$3,266,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$1,165,657
Value of total assets at end of year2017-08-31$34,722,000
Value of total assets at beginning of year2017-08-31$32,986,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$124,629
Total interest from all sources2017-08-31$34,383
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$1,281,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$1,281,118
Administrative expenses professional fees incurred2017-08-31$8,377
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$1,000,000
If this is an individual account plan, was there a blackout period2017-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-31$0
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$1,003,544
Participant contributions at end of year2017-08-31$718,110
Participant contributions at beginning of year2017-08-31$690,062
Assets. Other investments not covered elsewhere at end of year2017-08-31$146,993
Assets. Other investments not covered elsewhere at beginning of year2017-08-31$648,934
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$162,113
Other income not declared elsewhere2017-08-31$40,357
Administrative expenses (other) incurred2017-08-31$92,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$1,735,935
Value of net assets at end of year (total assets less liabilities)2017-08-31$34,722,000
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$32,986,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$23,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$31,730,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$29,919,145
Interest on participant loans2017-08-31$34,383
Value of interest in common/collective trusts at end of year2017-08-31$2,125,974
Value of interest in common/collective trusts at beginning of year2017-08-31$1,727,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$2,516,521
Net investment gain or loss from common/collective trusts2017-08-31$89,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Assets. Invements in employer securities at end of year2017-08-31$0
Assets. Invements in employer securities at beginning of year2017-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$3,266,562
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-08-31410746749
2016 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$3,902,983
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$1,698,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$1,648,998
Value of total corrective distributions2016-08-31$1,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$1,348,057
Value of total assets at end of year2016-08-31$32,986,065
Value of total assets at beginning of year2016-08-31$30,781,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$48,315
Total interest from all sources2016-08-31$31,354
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$1,523,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$1,523,845
Administrative expenses professional fees incurred2016-08-31$8,754
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$1,000,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$965,610
Participant contributions at end of year2016-08-31$690,062
Participant contributions at beginning of year2016-08-31$690,021
Assets. Other investments not covered elsewhere at end of year2016-08-31$648,934
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$957,930
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$382,447
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$0
Other income not declared elsewhere2016-08-31$12,315
Administrative expenses (other) incurred2016-08-31$25,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$2,204,375
Value of net assets at end of year (total assets less liabilities)2016-08-31$32,986,065
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$30,781,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$13,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$29,919,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$27,705,315
Interest on participant loans2016-08-31$31,354
Value of interest in common/collective trusts at end of year2016-08-31$1,727,924
Value of interest in common/collective trusts at beginning of year2016-08-31$1,428,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$946,190
Net investment gain or loss from common/collective trusts2016-08-31$41,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$1,648,998
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-08-31410746749
2015 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$715,657
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$3,854,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$3,801,411
Value of total corrective distributions2015-08-31$4,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$1,171,220
Value of total assets at end of year2015-08-31$30,781,690
Value of total assets at beginning of year2015-08-31$33,920,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$48,623
Total interest from all sources2015-08-31$35,752
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$1,454,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$1,454,581
Administrative expenses professional fees incurred2015-08-31$8,312
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$970,784
Participant contributions at end of year2015-08-31$690,021
Participant contributions at beginning of year2015-08-31$942,770
Assets. Other investments not covered elsewhere at end of year2015-08-31$957,930
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$1,658,240
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$200,436
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$2,543
Other income not declared elsewhere2015-08-31$-84,229
Administrative expenses (other) incurred2015-08-31$8,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-3,138,474
Value of net assets at end of year (total assets less liabilities)2015-08-31$30,781,690
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$33,920,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$31,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$27,705,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$29,189,313
Interest on participant loans2015-08-31$35,752
Value of interest in common/collective trusts at end of year2015-08-31$1,428,424
Value of interest in common/collective trusts at beginning of year2015-08-31$2,127,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-1,880,761
Net investment gain or loss from common/collective trusts2015-08-31$19,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$3,801,411
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-08-31410746749
2014 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$5,822,684
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$1,149,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$1,099,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$1,033,626
Value of total assets at end of year2014-08-31$33,920,164
Value of total assets at beginning of year2014-08-31$29,246,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$49,708
Total interest from all sources2014-08-31$45,938
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$1,093,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$1,093,192
Administrative expenses professional fees incurred2014-08-31$3,111
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$1,000,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$961,561
Participant contributions at end of year2014-08-31$942,770
Participant contributions at beginning of year2014-08-31$931,893
Assets. Other investments not covered elsewhere at end of year2014-08-31$1,658,240
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$1,807,694
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$72,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$2,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$2,263
Other income not declared elsewhere2014-08-31$136,533
Administrative expenses (other) incurred2014-08-31$8,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$4,673,386
Value of net assets at end of year (total assets less liabilities)2014-08-31$33,920,164
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$29,246,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$38,219
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$29,189,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$24,189,987
Interest on participant loans2014-08-31$45,938
Value of interest in common/collective trusts at end of year2014-08-31$2,127,298
Value of interest in common/collective trusts at beginning of year2014-08-31$2,050,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$3,349,992
Net investment gain or loss from common/collective trusts2014-08-31$163,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Employer contributions (assets) at beginning of year2014-08-31$264,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$1,099,590
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-08-31410746749
2013 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$4,261,931
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$1,411,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$1,385,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$1,164,497
Value of total assets at end of year2013-08-31$29,246,778
Value of total assets at beginning of year2013-08-31$26,396,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$26,418
Total interest from all sources2013-08-31$45,687
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$709,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$709,312
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$865,943
Participant contributions at end of year2013-08-31$931,893
Participant contributions at beginning of year2013-08-31$936,781
Assets. Other investments not covered elsewhere at end of year2013-08-31$1,807,694
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$1,713,463
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$33,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$2,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$1,991
Other income not declared elsewhere2013-08-31$51,018
Administrative expenses (other) incurred2013-08-31$7,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$2,850,458
Value of net assets at end of year (total assets less liabilities)2013-08-31$29,246,778
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$26,396,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$18,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$24,189,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$22,317,631
Interest on participant loans2013-08-31$45,687
Value of interest in common/collective trusts at end of year2013-08-31$2,050,118
Value of interest in common/collective trusts at beginning of year2013-08-31$1,426,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$2,163,354
Net investment gain or loss from common/collective trusts2013-08-31$128,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$264,823
Employer contributions (assets) at end of year2013-08-31$264,823
Employer contributions (assets) at beginning of year2013-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$1,385,055
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-08-31410746749
2012 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$2,901,409
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$1,844,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$1,814,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$937,823
Value of total assets at end of year2012-08-31$26,396,320
Value of total assets at beginning of year2012-08-31$25,338,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$29,292
Total interest from all sources2012-08-31$45,426
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$670,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$670,857
Administrative expenses professional fees incurred2012-08-31$7,900
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$880,801
Participant contributions at end of year2012-08-31$936,781
Participant contributions at beginning of year2012-08-31$905,132
Assets. Other investments not covered elsewhere at end of year2012-08-31$1,713,463
Assets. Other investments not covered elsewhere at beginning of year2012-08-31$1,652,817
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$57,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$1,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$9,816
Other income not declared elsewhere2012-08-31$-27,383
Administrative expenses (other) incurred2012-08-31$7,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$1,057,395
Value of net assets at end of year (total assets less liabilities)2012-08-31$26,396,320
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$25,338,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$13,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$22,317,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$20,970,674
Interest on participant loans2012-08-31$45,426
Value of interest in common/collective trusts at end of year2012-08-31$1,426,454
Value of interest in common/collective trusts at beginning of year2012-08-31$1,800,486
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$1,161,929
Net investment gain or loss from common/collective trusts2012-08-31$112,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$1,814,722
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-08-31410746749
2011 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$4,111,718
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$1,863,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$1,832,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$884,871
Value of total assets at end of year2011-08-31$25,338,925
Value of total assets at beginning of year2011-08-31$23,090,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$30,837
Total interest from all sources2011-08-31$50,590
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$380,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$380,553
Administrative expenses professional fees incurred2011-08-31$4,191
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$865,705
Participant contributions at end of year2011-08-31$905,132
Participant contributions at beginning of year2011-08-31$847,361
Assets. Other investments not covered elsewhere at end of year2011-08-31$1,652,817
Assets. Other investments not covered elsewhere at beginning of year2011-08-31$1,062,534
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$19,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$9,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$6,451
Other income not declared elsewhere2011-08-31$70,785
Administrative expenses (other) incurred2011-08-31$7,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$2,248,492
Value of net assets at end of year (total assets less liabilities)2011-08-31$25,338,925
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$23,090,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$18,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$20,970,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$18,979,433
Interest on participant loans2011-08-31$50,590
Value of interest in common/collective trusts at end of year2011-08-31$1,800,486
Value of interest in common/collective trusts at beginning of year2011-08-31$2,194,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$2,577,318
Net investment gain or loss from common/collective trusts2011-08-31$147,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$1,832,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-08-31No
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-08-31410746749
2010 : THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN

2022: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement - TrustYes
2021: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: THE JOHN ROBERTS COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1