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GERALD S. ROBERTS, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameGERALD S. ROBERTS, M.D. PROFIT SHARING PLAN
Plan identification number 008

GERALD S. ROBERTS, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

GERALD S. ROBERTS, M.D. has sponsored the creation of one or more 401k plans.

Company Name:GERALD S. ROBERTS, M.D.
Employer identification number (EIN):942365796
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERALD S. ROBERTS, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01GERALD ROBERTS2023-09-26 GERALD ROBERTS2023-09-26
0082021-01-01GERALD ROBERTS2022-03-21 GERALD ROBERTS2022-03-21
0082020-01-01GERALD ROBERTS2021-10-05 GERALD ROBERTS2021-10-05
0082019-01-01GERALD ROBERTS2020-08-06 GERALD ROBERTS2020-08-06
0082018-01-01GERALD ROBERTS2019-10-08 GERALD ROBERTS2019-10-08
0082017-01-01GERALD ROBERTS2018-10-02 GERALD ROBERTS2018-10-02
0082016-01-01GERALD ROBERTS2017-09-12 GERALD ROBERTS2017-09-12
0082015-01-01GERALD ROBERTS2016-09-16 GERALD ROBERTS2016-09-16
0082014-01-01GERALD ROBERTS2015-09-29 GERALD ROBERTS2015-09-29
0082013-01-01GERALD ROBERTS2014-10-06 GERALD ROBERTS2014-10-06
0082012-01-01GERALD ROBERTS2013-08-21 GERALD ROBERTS2013-08-21
0082011-01-01GERALD ROBERTS2012-10-09 GERALD ROBERTS2012-10-09
0082010-01-01GERALD ROBERTS2011-10-05 GERALD ROBERTS2011-10-05
0082007-01-01

Form 5500 Responses for GERALD S. ROBERTS, M.D. PROFIT SHARING PLAN

2007: GERALD S. ROBERTS, M.D. PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

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