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THE ROBERTSON GROUP, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameTHE ROBERTSON GROUP, LLC DEFINED BENEFIT PLAN
Plan identification number 001

THE ROBERTSON GROUP, LLC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.

401k Sponsoring company profile

THE ROBERTSON GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE ROBERTSON GROUP, LLC
Employer identification number (EIN):870755846
NAIC Classification:541219
NAIC Description:Other Accounting Services

Additional information about THE ROBERTSON GROUP, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2004-08-31
Company Identification Number: 23908098
Legal Registered Office Address: 220 NW 8TH AVE

PORTLAND
United States of America (USA)
97209

More information about THE ROBERTSON GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROBERTSON GROUP, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01ANNE G. TURNER2014-08-22
0012013-01-01ANNE G. TURNER2014-07-29

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