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JAMES A. ROBERTS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJAMES A. ROBERTS DEFINED BENEFIT PENSION PLAN
Plan identification number 003

JAMES A. ROBERTS DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES A. ROBERTS has sponsored the creation of one or more 401k plans.

Company Name:JAMES A. ROBERTS
Employer identification number (EIN):560682863
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. ROBERTS DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01JAMES A. ROBERTS2020-10-05
0032018-01-01JAMES A. ROBERTS2019-10-08
0032017-01-01JAMES A. ROBERTS2018-08-27
0032016-01-01JAMES A. ROBERTS2017-10-03
0032015-01-01JAMES A. ROBERTS2016-10-14
0032014-01-01JAMES A. ROBERTS2015-05-06
0032013-01-01JAMES A. ROBERTS2014-10-04
0032012-01-01JAMES A. ROBERTS2013-09-09
0032011-01-01JAMES A. ROBERTS2012-04-19
0032010-01-01JAMES A. ROBERTS2011-07-31

Plan Statistics for JAMES A. ROBERTS DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JAMES A. ROBERTS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: JAMES A. ROBERTS DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,767,113
Acturial value of plan assets2019-12-312,767,113
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-312,675,528
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-312,675,528
Total participant count2019-12-312
Total funding target for all participants2019-12-312,675,528
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31100,890
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31100,890
Present value of excess contributions2019-12-31198,268
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31206,774
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31101,919
Total employer contributions2019-12-3181,025
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3175,134
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31155,235
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3133,285
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3133,285
Contributions allocatedtoward minimum required contributions for current year2019-12-3175,134
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JAMES A. ROBERTS DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,494,592
Acturial value of plan assets2018-12-312,494,592
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-312,573,842
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-312,573,842
Total participant count2018-12-312
Total funding target for all participants2018-12-312,573,842
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3199,321
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3199,321
Present value of excess contributions2018-12-31185,006
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31193,128
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31100,890
Total employer contributions2018-12-31250,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31231,553
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31180,140
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3133,285
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3133,285
Contributions allocatedtoward minimum required contributions for current year2018-12-31231,553
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JAMES A. ROBERTS DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,209,646
Acturial value of plan assets2017-12-312,209,646
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-312,309,973
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-312,309,973
Total participant count2017-12-312
Total funding target for all participants2017-12-312,309,973
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31102,551
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31102,551
Present value of excess contributions2017-12-31229,062
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31242,600
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3199,321
Total employer contributions2017-12-31250,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31234,345
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3116,554
Net shortfall amortization installment of oustanding balance2017-12-31199,648
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3149,339
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3149,339
Contributions allocatedtoward minimum required contributions for current year2017-12-31234,345
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JAMES A. ROBERTS DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-312,022,546
Acturial value of plan assets2016-12-312,022,546
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,614,987
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-311,614,987
Total participant count2016-12-312
Total funding target for all participants2016-12-311,614,987
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31103,529
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-312,702
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31100,827
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31102,551
Total employer contributions2016-12-31250,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31229,062
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,098
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31229,062
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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