401k Plan data: CURTIS L. ROBERTS 401(K) PROFIT SHARING PLAN plan

CURTIS L. ROBERTS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CURTIS L. ROBERTS 401(K) PROFIT SHARING PLAN
Plan identification number	001

CURTIS L. ROBERTS 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

CURTIS L ROBERTS has sponsored the creation of one or more 401k plans.

Company Name: CURTIS L ROBERTS

Employer identification number (EIN): 770170870

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CURTIS L. ROBERTS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 CURTIS ROBERTS 2021-05-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	CURTIS ROBERTS	2021-05-13

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Company Name:	CURTIS L ROBERTS
Employer identification number (EIN):	770170870