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ALFRED J. ROBERT, JR. AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan NameALFRED J. ROBERT, JR. AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number 001

ALFRED J. ROBERT, JR. AGE-WEIGHTED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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

ALFRED J. ROBERT, JR. has sponsored the creation of one or more 401k plans.

Company Name:ALFRED J. ROBERT, JR.
Employer identification number (EIN):911005098
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALFRED J. ROBERT, JR. AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ALFRED ROBERT2024-10-01
0012023-01-01ALFRED ROBERT2024-03-19
0012022-01-01AI ROBERT2023-07-05
0012021-01-01AI ROBERT2022-09-30
0012020-01-01AI ROBERT2021-05-14 AL ROBERT2021-05-14
0012020-01-01AI ROBERT2021-08-27 AL ROBERT2021-08-27
0012019-01-01AI ROBERT2020-07-22 AL ROBERT2020-07-22
0012018-01-01ALFRED J. ROBERT, JR.2019-06-03
0012017-01-01ALFRED J. ROBERT, JR.2018-07-09
0012016-01-01ALFRED J. ROBERT, JR.2017-07-10
0012015-01-01ALFRED J. ROBERT, JR.2016-09-13
0012014-01-01ALFRED J. ROBERT, JR.2015-09-03
0012013-01-01ALFRED ROBERT2014-08-21 ALFRED ROBERT2014-08-21
0012012-01-01ALFRED ROBERT2013-07-10 ALFRED ROBERT2013-07-10
0012011-01-01ALFRED ROBERT2012-09-13 ALFRED ROBERT2012-09-13
0012010-01-01ALFRED ROBERT2011-10-07 ALFRED ROBERT2011-10-07

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