401k Plan data: ROBERTSON PENSION PLAN plan

ROBERTSON PENSION PLAN 401k Plan overview

Plan Name	ROBERTSON PENSION PLAN
Plan identification number	001

ROBERTSON PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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).
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

CHESHIRE OIL COMPANY has sponsored the creation of one or more 401k plans.

Company Name: CHESHIRE OIL COMPANY

Employer identification number (EIN): 020210593

NAIC Classification: 447100
NAIC Description: Gasoline Stations, Gas

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTSON PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-04-01 JAMES E. ROBERTSON
001 2015-04-01 JAMES E. ROBERTSON
001 2014-04-01 JAMES E. ROBERTSON
001 2013-04-01 JAMES E. ROBERTSON
001 2012-04-01 JAMES E. ROBERTSON
001 2011-04-01 JAMES E. ROBERTSON
001 2010-04-01 JAMES E. ROBERTSON
001 2009-04-01 JAMES E. ROBERTSON

Plan id#	Filing Submission Date	Name of Administrator
001	2016-04-01	JAMES E. ROBERTSON
001	2015-04-01	JAMES E. ROBERTSON
001	2014-04-01	JAMES E. ROBERTSON
001	2013-04-01	JAMES E. ROBERTSON
001	2012-04-01	JAMES E. ROBERTSON
001	2011-04-01	JAMES E. ROBERTSON
001	2010-04-01	JAMES E. ROBERTSON
001	2009-04-01	JAMES E. ROBERTSON

Plan Statistics for ROBERTSON PENSION PLAN

401k plan membership statisitcs for ROBERTSON PENSION PLAN

Measure Date Value
2017: ROBERTSON PENSION PLAN 2017 401k membership
Market value of plan assets 2017-03-08 6,576,476
Acturial value of plan assets 2017-03-08 6,576,476
Funding target for retired participants and beneficiaries receiving payment 2017-03-08 3,824,513
Number of terminated vested participants 2017-03-08 15
Fundng target for terminated vested participants 2017-03-08 409,151
Active participant vested funding target 2017-03-08 1,143,724
Number of active participants 2017-03-08 33
Total funding liabilities for active participants 2017-03-08 1,143,724
Total participant count 2017-03-08 116
Total funding target for all participants 2017-03-08 5,377,388
Balance at beginning of prior year after applicable adjustments 2017-03-08 390,822
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-08 0
Amount remaining of carryover balance 2017-03-08 390,822
Amount remaining of prefunding balance 2017-03-08 0
Present value of excess contributions 2017-03-08 449,869
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-08 477,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-03-08 0
Balance of carryovers at beginning of current year 2017-03-08 389,806
Balance of prefunding at beginning of current year 2017-03-08 0
Total employer contributions 2017-03-08 590,192
Total employee contributions 2017-03-08 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-03-08 0
Contributions made to avoid restrictions adjusted to valuation date 2017-03-08 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-03-08 571,683
Unpaid minimum required contributions for all prior years 2017-03-08 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-03-08 0
Remaining amount of unpaid minimum required contributions 2017-03-08 0
Minimum required contributions for current year target normal cost 2017-03-08 12,394
Net shortfall amortization installment of oustanding balance 2017-03-08 0
Waiver amortization installment 2017-03-08 0
Total funding amount beforereflecting carryover/prefunding balances 2017-03-08 0
Carryover balance elected to use to offset funding requirement 2017-03-08 0
Prefunding balance elected to use to offset funding requirement 2017-03-08 0
Additional cash requirement 2017-03-08 0
Contributions allocatedtoward minimum required contributions for current year 2017-03-08 571,683
Unpaid minimum required contributions for current year 2017-03-08 0
Unpaid minimum required contributions for all years 2017-03-08 0
2016: ROBERTSON PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 116
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 0
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 0
Total of all active and inactive participants 2016-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: ROBERTSON PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 153
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 33
Number of retired or separated participants receiving benefits 2015-04-01 57
Number of other retired or separated participants entitled to future benefits 2015-04-01 15
Total of all active and inactive participants 2015-04-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 11
Total participants 2015-04-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: ROBERTSON PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 154
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 38
Number of retired or separated participants receiving benefits 2014-04-01 54
Number of other retired or separated participants entitled to future benefits 2014-04-01 51
Total of all active and inactive participants 2014-04-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 10
Total participants 2014-04-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: ROBERTSON PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 154
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 43
Number of retired or separated participants receiving benefits 2013-04-01 52
Number of other retired or separated participants entitled to future benefits 2013-04-01 51
Total of all active and inactive participants 2013-04-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 8
Total participants 2013-04-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: ROBERTSON PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 160
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 49
Number of retired or separated participants receiving benefits 2012-04-01 48
Number of other retired or separated participants entitled to future benefits 2012-04-01 51
Total of all active and inactive participants 2012-04-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 6
Total participants 2012-04-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: ROBERTSON PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 162
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 57
Number of retired or separated participants receiving benefits 2011-04-01 44
Number of other retired or separated participants entitled to future benefits 2011-04-01 53
Total of all active and inactive participants 2011-04-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 6
Total participants 2011-04-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: ROBERTSON PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 168
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 69
Number of retired or separated participants receiving benefits 2010-04-01 39
Number of other retired or separated participants entitled to future benefits 2010-04-01 48
Total of all active and inactive participants 2010-04-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 6
Total participants 2010-04-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0
2009: ROBERTSON PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 169
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 79
Number of retired or separated participants receiving benefits 2009-04-01 37
Number of other retired or separated participants entitled to future benefits 2009-04-01 46
Total of all active and inactive participants 2009-04-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 6
Total participants 2009-04-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2017: ROBERTSON PENSION PLAN 2017 401k membership
Market value of plan assets	2017-03-08	6,576,476
Acturial value of plan assets	2017-03-08	6,576,476
Funding target for retired participants and beneficiaries receiving payment	2017-03-08	3,824,513
Number of terminated vested participants	2017-03-08	15
Fundng target for terminated vested participants	2017-03-08	409,151
Active participant vested funding target	2017-03-08	1,143,724
Number of active participants	2017-03-08	33
Total funding liabilities for active participants	2017-03-08	1,143,724
Total participant count	2017-03-08	116
Total funding target for all participants	2017-03-08	5,377,388
Balance at beginning of prior year after applicable adjustments	2017-03-08	390,822
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-08	0
Amount remaining of carryover balance	2017-03-08	390,822
Amount remaining of prefunding balance	2017-03-08	0
Present value of excess contributions	2017-03-08	449,869
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-08	477,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-08	0
Balance of carryovers at beginning of current year	2017-03-08	389,806
Balance of prefunding at beginning of current year	2017-03-08	0
Total employer contributions	2017-03-08	590,192
Total employee contributions	2017-03-08	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-08	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-08	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-08	571,683
Unpaid minimum required contributions for all prior years	2017-03-08	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-08	0
Remaining amount of unpaid minimum required contributions	2017-03-08	0
Minimum required contributions for current year target normal cost	2017-03-08	12,394
Net shortfall amortization installment of oustanding balance	2017-03-08	0
Waiver amortization installment	2017-03-08	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-08	0
Carryover balance elected to use to offset funding requirement	2017-03-08	0
Prefunding balance elected to use to offset funding requirement	2017-03-08	0
Additional cash requirement	2017-03-08	0
Contributions allocatedtoward minimum required contributions for current year	2017-03-08	571,683
Unpaid minimum required contributions for current year	2017-03-08	0
Unpaid minimum required contributions for all years	2017-03-08	0
2016: ROBERTSON PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	116
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	0
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	0
Total of all active and inactive participants	2016-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: ROBERTSON PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	153
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	33
Number of retired or separated participants receiving benefits	2015-04-01	57
Number of other retired or separated participants entitled to future benefits	2015-04-01	15
Total of all active and inactive participants	2015-04-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	11
Total participants	2015-04-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: ROBERTSON PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	154
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	38
Number of retired or separated participants receiving benefits	2014-04-01	54
Number of other retired or separated participants entitled to future benefits	2014-04-01	51
Total of all active and inactive participants	2014-04-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	10
Total participants	2014-04-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: ROBERTSON PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	154
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	43
Number of retired or separated participants receiving benefits	2013-04-01	52
Number of other retired or separated participants entitled to future benefits	2013-04-01	51
Total of all active and inactive participants	2013-04-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	8
Total participants	2013-04-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: ROBERTSON PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	160
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	49
Number of retired or separated participants receiving benefits	2012-04-01	48
Number of other retired or separated participants entitled to future benefits	2012-04-01	51
Total of all active and inactive participants	2012-04-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	6
Total participants	2012-04-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: ROBERTSON PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	162
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	57
Number of retired or separated participants receiving benefits	2011-04-01	44
Number of other retired or separated participants entitled to future benefits	2011-04-01	53
Total of all active and inactive participants	2011-04-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	6
Total participants	2011-04-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: ROBERTSON PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	168
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	69
Number of retired or separated participants receiving benefits	2010-04-01	39
Number of other retired or separated participants entitled to future benefits	2010-04-01	48
Total of all active and inactive participants	2010-04-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	6
Total participants	2010-04-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0
2009: ROBERTSON PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	169
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	79
Number of retired or separated participants receiving benefits	2009-04-01	37
Number of other retired or separated participants entitled to future benefits	2009-04-01	46
Total of all active and inactive participants	2009-04-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	6
Total participants	2009-04-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on ROBERTSON PENSION PLAN

Measure	Date	Value
2017 : ROBERTSON PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-03-08	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-08	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-08	$0
Total income from all sources (including contributions)	2017-03-08	$793,032
Total loss/gain on sale of assets	2017-03-08	$0
Total of all expenses incurred	2017-03-08	$7,369,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-08	$7,345,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-08	$590,192
Value of total assets at end of year	2017-03-08	$0
Value of total assets at beginning of year	2017-03-08	$6,576,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-08	$23,879
Total interest from all sources	2017-03-08	$50,089
Total dividends received (eg from common stock, registered investment company shares)	2017-03-08	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-08	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-03-08	$0
Was this plan covered by a fidelity bond	2017-03-08	Yes
Value of fidelity bond cover	2017-03-08	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-03-08	$0
Were there any nonexempt tranactions with any party-in-interest	2017-03-08	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-03-08	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-03-08	$367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-08	No
Value of net income/loss	2017-03-08	$-6,576,513
Value of net assets at end of year (total assets less liabilities)	2017-03-08	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-03-08	$6,576,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-08	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-08	No
Were any leases to which the plan was party in default or uncollectible	2017-03-08	No
Value of interest in pooled separate accounts at end of year	2017-03-08	$0
Value of interest in pooled separate accounts at beginning of year	2017-03-08	$4,245,245
Interest earned on other investments	2017-03-08	$50,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-03-08	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-03-08	$2,285,901
Expenses. Payments to insurance carriers foe the provision of benefits	2017-03-08	$5,157,600
Net investment gain/loss from pooled separate accounts	2017-03-08	$152,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-08	Yes
Was there a failure to transmit to the plan any participant contributions	2017-03-08	No
Has the plan failed to provide any benefit when due under the plan	2017-03-08	No
Contributions received in cash from employer	2017-03-08	$590,192
Employer contributions (assets) at end of year	2017-03-08	$0
Employer contributions (assets) at beginning of year	2017-03-08	$45,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-08	$2,188,066
Contract administrator fees	2017-03-08	$23,879
Did the plan have assets held for investment	2017-03-08	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-08	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-08	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-08	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-08	Disclaimer
Accountancy firm name	2017-03-08	NATHAN WECHSLER AND COMPANY P.A.
Accountancy firm EIN	2017-03-08	020327524
2016 : ROBERTSON PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total income from all sources (including contributions)	2016-03-31	$446,858
Total loss/gain on sale of assets	2016-03-31	$0
Total of all expenses incurred	2016-03-31	$994,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$969,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$465,000
Value of total assets at end of year	2016-03-31	$6,576,513
Value of total assets at beginning of year	2016-03-31	$7,123,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$24,787
Total interest from all sources	2016-03-31	$35,362
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-03-31	$367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-03-31	$367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$-547,435
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$6,576,513
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$7,123,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Value of interest in pooled separate accounts at end of year	2016-03-31	$4,245,245
Value of interest in pooled separate accounts at beginning of year	2016-03-31	$4,814,887
Interest earned on other investments	2016-03-31	$35,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-03-31	$2,285,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-03-31	$2,248,694
Net investment gain/loss from pooled separate accounts	2016-03-31	$-53,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Contributions received in cash from employer	2016-03-31	$465,000
Employer contributions (assets) at end of year	2016-03-31	$45,000
Employer contributions (assets) at beginning of year	2016-03-31	$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$969,506
Contract administrator fees	2016-03-31	$24,787
Did the plan have assets held for investment	2016-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	NATHAN WECHSLER AND COMPANY P.A.
Accountancy firm EIN	2016-03-31	020327524
2015 : ROBERTSON PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total income from all sources (including contributions)	2015-03-31	$957,675
Total loss/gain on sale of assets	2015-03-31	$0
Total of all expenses incurred	2015-03-31	$415,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$391,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$480,000
Value of total assets at end of year	2015-03-31	$7,123,948
Value of total assets at beginning of year	2015-03-31	$6,581,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$23,486
Total interest from all sources	2015-03-31	$47,527
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-03-31	$367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-03-31	$367
Other income not declared elsewhere	2015-03-31	$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$542,664
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$7,123,948
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$6,581,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Value of interest in pooled separate accounts at end of year	2015-03-31	$4,814,887
Value of interest in pooled separate accounts at beginning of year	2015-03-31	$4,258,096
Interest earned on other investments	2015-03-31	$47,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-03-31	$2,248,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-03-31	$2,292,821
Net investment gain/loss from pooled separate accounts	2015-03-31	$430,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	No
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Contributions received in cash from employer	2015-03-31	$480,000
Employer contributions (assets) at end of year	2015-03-31	$60,000
Employer contributions (assets) at beginning of year	2015-03-31	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$391,525
Contract administrator fees	2015-03-31	$23,486
Did the plan have assets held for investment	2015-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	ROBERT M. MUCHA,CPA,PC
Accountancy firm EIN	2015-03-31	020438927
2014 : ROBERTSON PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total income from all sources (including contributions)	2014-03-31	$1,082,775
Total loss/gain on sale of assets	2014-03-31	$93,737
Total of all expenses incurred	2014-03-31	$390,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$370,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$335,000
Value of total assets at end of year	2014-03-31	$6,581,284
Value of total assets at beginning of year	2014-03-31	$5,888,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$20,239
Total interest from all sources	2014-03-31	$42,834
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$5,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Assets. Real estate other than employer real property at end of year	2014-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-03-31	$0
Administrative expenses professional fees incurred	2014-03-31	$20,239
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-03-31	$0
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Participant contributions at end of year	2014-03-31	$0
Participant contributions at beginning of year	2014-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-03-31	$367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-03-31	$367
Assets. Loans (other than to participants) at end of year	2014-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$692,348
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$6,581,284
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$5,888,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Assets. partnership/joint venture interests at end of year	2014-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$0
Value of interest in pooled separate accounts at end of year	2014-03-31	$4,258,096
Value of interest in pooled separate accounts at beginning of year	2014-03-31	$3,639,527
Interest earned on other investments	2014-03-31	$42,834
Value of interest in master investment trust accounts at end of year	2014-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-03-31	$0
Value of interest in common/collective trusts at end of year	2014-03-31	$0
Value of interest in common/collective trusts at beginning of year	2014-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2014-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-03-31	$2,292,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-03-31	$1,954,860
Asset value of US Government securities at end of year	2014-03-31	$0
Asset value of US Government securities at beginning of year	2014-03-31	$0
Net investment gain/loss from pooled separate accounts	2014-03-31	$605,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$335,000
Employer contributions (assets) at end of year	2014-03-31	$30,000
Employer contributions (assets) at beginning of year	2014-03-31	$25,000
Income. Dividends from common stock	2014-03-31	$5,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$370,188
Asset. Corporate debt instrument preferred debt at end of year	2014-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2014-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-03-31	$269,182
Did the plan have assets held for investment	2014-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Aggregate proceeds on sale of assets	2014-03-31	$362,919
Aggregate carrying amount (costs) on sale of assets	2014-03-31	$269,182
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	ROBERT M. MUCHA,CPA,PC
Accountancy firm EIN	2014-03-31	020438927
2013 : ROBERTSON PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-03-31	$4,744
Total unrealized appreciation/depreciation of assets	2013-03-31	$4,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total income from all sources (including contributions)	2013-03-31	$783,709
Total loss/gain on sale of assets	2013-03-31	$0
Total of all expenses incurred	2013-03-31	$375,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$363,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$301,467
Value of total assets at end of year	2013-03-31	$5,888,936
Value of total assets at beginning of year	2013-03-31	$5,481,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$12,764
Total interest from all sources	2013-03-31	$70,644
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$6,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Assets. Real estate other than employer real property at end of year	2013-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-03-31	$0
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Participant contributions at end of year	2013-03-31	$0
Participant contributions at beginning of year	2013-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-03-31	$367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-03-31	$3,280
Assets. Loans (other than to participants) at end of year	2013-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$407,772
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$5,888,936
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$5,481,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Assets. partnership/joint venture interests at end of year	2013-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$0
Value of interest in pooled separate accounts at end of year	2013-03-31	$3,639,527
Value of interest in pooled separate accounts at beginning of year	2013-03-31	$3,374,802
Interest earned on other investments	2013-03-31	$70,644
Value of interest in master investment trust accounts at end of year	2013-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-03-31	$0
Value of interest in common/collective trusts at end of year	2013-03-31	$0
Value of interest in common/collective trusts at beginning of year	2013-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2013-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-03-31	$1,954,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-03-31	$1,813,644
Asset value of US Government securities at end of year	2013-03-31	$0
Asset value of US Government securities at beginning of year	2013-03-31	$0
Net investment gain/loss from pooled separate accounts	2013-03-31	$400,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$301,467
Employer contributions (assets) at end of year	2013-03-31	$25,000
Employer contributions (assets) at beginning of year	2013-03-31	$25,000
Income. Dividends from preferred stock	2013-03-31	$6,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$363,173
Asset. Corporate debt instrument preferred debt at end of year	2013-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-03-31	$0
Contract administrator fees	2013-03-31	$12,764
Assets. Corporate common stocks other than exployer securities at end of year	2013-03-31	$269,182
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-03-31	$264,438
Did the plan have assets held for investment	2013-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	ROBERT M. MUCHA,CPA,PC
Accountancy firm EIN	2013-03-31	020438927
2012 : ROBERTSON PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-03-31	$-52,250
Total unrealized appreciation/depreciation of assets	2012-03-31	$-52,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total income from all sources (including contributions)	2012-03-31	$423,789
Total loss/gain on sale of assets	2012-03-31	$0
Total of all expenses incurred	2012-03-31	$333,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$333,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$240,000
Value of total assets at end of year	2012-03-31	$5,481,164
Value of total assets at beginning of year	2012-03-31	$5,390,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$0
Total interest from all sources	2012-03-31	$61,191
Total dividends received (eg from common stock, registered investment company shares)	2012-03-31	$5,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Assets. Real estate other than employer real property at end of year	2012-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-03-31	$0
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Participant contributions at end of year	2012-03-31	$0
Participant contributions at beginning of year	2012-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-03-31	$3,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-03-31	$3,280
Assets. Loans (other than to participants) at end of year	2012-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$90,370
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$5,481,164
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$5,390,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Assets. partnership/joint venture interests at end of year	2012-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$0
Value of interest in pooled separate accounts at end of year	2012-03-31	$3,374,802
Value of interest in pooled separate accounts at beginning of year	2012-03-31	$3,285,944
Interest earned on other investments	2012-03-31	$61,191
Value of interest in master investment trust accounts at end of year	2012-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-03-31	$0
Value of interest in common/collective trusts at end of year	2012-03-31	$0
Value of interest in common/collective trusts at beginning of year	2012-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2012-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-03-31	$1,813,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-03-31	$1,769,882
Asset value of US Government securities at end of year	2012-03-31	$0
Asset value of US Government securities at beginning of year	2012-03-31	$0
Net investment gain/loss from pooled separate accounts	2012-03-31	$169,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Assets. Invements in employer securities at end of year	2012-03-31	$0
Assets. Invements in employer securities at beginning of year	2012-03-31	$0
Contributions received in cash from employer	2012-03-31	$240,000
Employer contributions (assets) at end of year	2012-03-31	$25,000
Employer contributions (assets) at beginning of year	2012-03-31	$15,000
Income. Dividends from preferred stock	2012-03-31	$5,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$333,419
Asset. Corporate debt instrument preferred debt at end of year	2012-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-03-31	$264,438
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-03-31	$316,688
Did the plan have assets held for investment	2012-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	ROBERT M. MUCHA,CPA,PC
Accountancy firm EIN	2012-03-31	020438927
2011 : ROBERTSON PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-03-31	$9,841
Total unrealized appreciation/depreciation of assets	2011-03-31	$9,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total income from all sources (including contributions)	2011-03-31	$753,179
Total loss/gain on sale of assets	2011-03-31	$0
Total of all expenses incurred	2011-03-31	$321,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$321,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$170,700
Value of total assets at end of year	2011-03-31	$5,390,794
Value of total assets at beginning of year	2011-03-31	$4,959,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$0
Total interest from all sources	2011-03-31	$68,118
Total dividends received (eg from common stock, registered investment company shares)	2011-03-31	$5,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Assets. Real estate other than employer real property at end of year	2011-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-03-31	$0
Administrative expenses professional fees incurred	2011-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-03-31	$0
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Participant contributions at end of year	2011-03-31	$0
Participant contributions at beginning of year	2011-03-31	$0
Participant contributions at beginning of year	2011-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-03-31	$3,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-03-31	$1,813
Assets. Loans (other than to participants) at end of year	2011-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-03-31	$0
Total non interest bearing cash at beginning of year	2011-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$431,395
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$5,390,794
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$4,959,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Assets. partnership/joint venture interests at end of year	2011-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$0
Value of interest in pooled separate accounts at end of year	2011-03-31	$3,285,944
Value of interest in pooled separate accounts at beginning of year	2011-03-31	$3,101,681
Interest earned on other investments	2011-03-31	$68,118
Value of interest in master investment trust accounts at end of year	2011-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-03-31	$0
Value of interest in common/collective trusts at end of year	2011-03-31	$0
Value of interest in common/collective trusts at beginning of year	2011-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2011-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-03-31	$1,769,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-03-31	$1,529,058
Asset value of US Government securities at end of year	2011-03-31	$0
Asset value of US Government securities at beginning of year	2011-03-31	$0
Net investment gain/loss from pooled separate accounts	2011-03-31	$499,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Contributions received in cash from employer	2011-03-31	$170,700
Employer contributions (assets) at end of year	2011-03-31	$15,000
Employer contributions (assets) at beginning of year	2011-03-31	$20,000
Income. Dividends from common stock	2011-03-31	$5,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$321,784
Asset. Corporate debt instrument preferred debt at end of year	2011-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-03-31	$316,688
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-03-31	$306,847
Did the plan have assets held for investment	2011-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	ROBERT M. MUCHA,CPA,PC
Accountancy firm EIN	2011-03-31	020438927

Form 5500 Responses for ROBERTSON PENSION PLAN

2016: ROBERTSON PENSION PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	Yes
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2015: ROBERTSON PENSION PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2014: ROBERTSON PENSION PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2013: ROBERTSON PENSION PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: ROBERTSON PENSION PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: ROBERTSON PENSION PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: ROBERTSON PENSION PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: ROBERTSON PENSION PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

454072-D1

Policy instance

Insurance contract or identification number	454072-D1
Number of Individuals Covered	116
Insurance policy start date	2015-04-01
Insurance policy end date	2016-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

454072-D1

Policy instance

Insurance contract or identification number	454072-D1
Number of Individuals Covered	153
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

454072-D1

Policy instance

Insurance contract or identification number	454072-D1
Number of Individuals Covered	154
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

454072-D1

Policy instance

Insurance contract or identification number	454072-D1
Number of Individuals Covered	154
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

454072-D1

Policy instance

Insurance contract or identification number	454072-D1
Number of Individuals Covered	160
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

454072-D1

Policy instance

Insurance contract or identification number	454072-D1
Number of Individuals Covered	162
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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:	CHESHIRE OIL COMPANY
Employer identification number (EIN):	020210593
NAIC Classification:	447100
NAIC Description:	Gasoline Stations, Gas