401k Plan data: MARK A. ROBICHEAUX, INC. 401K PLAN plan

MARK A. ROBICHEAUX, INC. 401K PLAN 401k Plan overview

Plan Name	MARK A. ROBICHEAUX, INC. 401K PLAN
Plan identification number	001

MARK A. ROBICHEAUX, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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

MARK A. ROBICHEAUX, INC. has sponsored the creation of one or more 401k plans.

Company Name: MARK A. ROBICHEAUX, INC.

Employer identification number (EIN): 721239117

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK A. ROBICHEAUX, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 MARK ROBICHEAUX 2022-10-12
001 2021-01-01 MARK ROBICHEAUX 2022-10-12
001 2020-01-01 MARK ROBICHEAUX 2022-07-28
001 2019-01-01 MARK ROBICHEAUX 2020-10-01
001 2018-01-01 MARK ROBICHEAUX 2019-10-08
001 2017-01-01 MARK ROBICHEAUX 2018-10-15
001 2016-01-01 MARK ROBICHEAUX 2017-10-16
001 2015-01-01 MARK ROBICHEAUX
001 2014-01-01 MARK ROBICHEAUX
001 2013-01-01 MARK ROBICHEAUX
001 2012-01-01 MARK ROBICHEAUX

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	MARK ROBICHEAUX	2022-10-12
001	2021-01-01	MARK ROBICHEAUX	2022-10-12
001	2020-01-01	MARK ROBICHEAUX	2022-07-28
001	2019-01-01	MARK ROBICHEAUX	2020-10-01
001	2018-01-01	MARK ROBICHEAUX	2019-10-08
001	2017-01-01	MARK ROBICHEAUX	2018-10-15
001	2016-01-01	MARK ROBICHEAUX	2017-10-16
001	2015-01-01	MARK ROBICHEAUX
001	2014-01-01	MARK ROBICHEAUX
001	2013-01-01	MARK ROBICHEAUX
001	2012-01-01	MARK ROBICHEAUX

Plan Statistics for MARK A. ROBICHEAUX, INC. 401K PLAN

401k plan membership statisitcs for MARK A. ROBICHEAUX, INC. 401K PLAN

Measure Date Value
2015: MARK A. ROBICHEAUX, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 29
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARK A. ROBICHEAUX, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 39
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MARK A. ROBICHEAUX, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARK A. ROBICHEAUX, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 37
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 41
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: MARK A. ROBICHEAUX, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	29
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARK A. ROBICHEAUX, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	39
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MARK A. ROBICHEAUX, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARK A. ROBICHEAUX, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	37
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	41
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on MARK A. ROBICHEAUX, INC. 401K PLAN

Measure	Date	Value
2015 : MARK A. ROBICHEAUX, INC. 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$121,184
Expenses. Total of all expenses incurred	2015-12-31	$347,813
Benefits paid (including direct rollovers)	2015-12-31	$347,813
Total plan assets at end of year	2015-12-31	$898,479
Total plan assets at beginning of year	2015-12-31	$1,125,108
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$49,262
Contributions received from other sources (not participants or employers)	2015-12-31	$34,689
Other income received	2015-12-31	$13,150
Net income (gross income less expenses)	2015-12-31	$-226,629
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$898,479
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,125,108
Total contributions received or receivable from employer(s)	2015-12-31	$24,083
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MARK A. ROBICHEAUX, INC. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$180,932
Expenses. Total of all expenses incurred	2014-12-31	$161,682
Benefits paid (including direct rollovers)	2014-12-31	$160,898
Total plan assets at end of year	2014-12-31	$1,125,108
Total plan assets at beginning of year	2014-12-31	$1,105,858
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$66,004
Other income received	2014-12-31	$83,631
Net income (gross income less expenses)	2014-12-31	$19,250
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,125,108
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,105,858
Total contributions received or receivable from employer(s)	2014-12-31	$31,297
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$784
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MARK A. ROBICHEAUX, INC. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$292,998
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,105,858
Total plan assets at beginning of year	2013-12-31	$812,860
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$41,468
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$224,566
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$292,998
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,105,858
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$812,860
Total contributions received or receivable from employer(s)	2013-12-31	$26,964
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MARK A. ROBICHEAUX, INC. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$171,100
Expenses. Total of all expenses incurred	2012-12-31	$4,267
Benefits paid (including direct rollovers)	2012-12-31	$4,267
Total plan assets at end of year	2012-12-31	$812,860
Total plan assets at beginning of year	2012-12-31	$646,027
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$38,507
Other income received	2012-12-31	$106,401
Net income (gross income less expenses)	2012-12-31	$166,833
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$812,860
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$646,027
Total contributions received or receivable from employer(s)	2012-12-31	$26,192
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for MARK A. ROBICHEAUX, INC. 401K PLAN

2015: MARK A. ROBICHEAUX, INC. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARK A. ROBICHEAUX, INC. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARK A. ROBICHEAUX, INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARK A. ROBICHEAUX, INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARK A. ROBICHEAUX, INC.
Employer identification number (EIN):	721239117
NAIC Classification:	238900