401k Plan data: THE ROBERTSON GROUP, LLC 401(K) PLAN plan

THE ROBERTSON GROUP, LLC 401(K) PLAN 401k Plan overview

Plan Name	THE ROBERTSON GROUP, LLC 401(K) PLAN
Plan identification number	002

THE ROBERTSON GROUP, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.

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 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 ANNE TURNER 2017-09-19
002 2015-01-01 ANNE TURNER 2016-08-30
002 2014-01-01 ANNE G. TURNER 2015-05-07
002 2013-01-01 ANNE G. TURNER 2014-07-30
002 2012-07-01 ANNE G. TURNER 2013-08-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-01-01	ANNE TURNER	2017-09-19
002	2015-01-01	ANNE TURNER	2016-08-30
002	2014-01-01	ANNE G. TURNER	2015-05-07
002	2013-01-01	ANNE G. TURNER	2014-07-30
002	2012-07-01	ANNE G. TURNER	2013-08-06

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

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

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