F.J. ROBERTS ENTERPRISE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan F.J. ROBERTS ENTERPRISE
| Measure | Date | Value |
|---|
| 2024 : F.J. ROBERTS ENTERPRISE 2024 401k financial data |
|---|
| Total income from all sources | 2024-04-30 | $35,784 |
| Expenses. Total of all expenses incurred | 2024-04-30 | $23,052 |
| Benefits paid (including direct rollovers) | 2024-04-30 | $3,528 |
| Total plan assets at end of year | 2024-04-30 | $39,799 |
| Total plan assets at beginning of year | 2024-04-30 | $27,067 |
| Value of fidelity bond covering the plan | 2024-04-30 | $3,000 |
| Expenses. Other expenses not covered elsewhere | 2024-04-30 | $19,524 |
| Net income (gross income less expenses) | 2024-04-30 | $12,732 |
| Net plan assets at end of year (total assets less liabilities) | 2024-04-30 | $39,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-04-30 | $27,067 |
| Total contributions received or receivable from employer(s) | 2024-04-30 | $35,784 |
| 2023 : F.J. ROBERTS ENTERPRISE 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $32,448 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $21,546 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $3,470 |
| Total plan assets at end of year | 2023-04-30 | $27,067 |
| Total plan assets at beginning of year | 2023-04-30 | $16,165 |
| Value of fidelity bond covering the plan | 2023-04-30 | $2,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $18,076 |
| Net income (gross income less expenses) | 2023-04-30 | $10,902 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $27,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $16,165 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $32,448 |
| 2022 : F.J. ROBERTS ENTERPRISE 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $30,326 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $21,365 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $4,234 |
| Total plan assets at end of year | 2022-04-30 | $16,165 |
| Total plan assets at beginning of year | 2022-04-30 | $7,204 |
| Value of fidelity bond covering the plan | 2022-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $17,131 |
| Net income (gross income less expenses) | 2022-04-30 | $8,961 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $16,165 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $7,204 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $30,326 |
| 2021 : F.J. ROBERTS ENTERPRISE 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $28,048 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $22,090 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $6,002 |
| Total plan assets at end of year | 2021-04-30 | $7,204 |
| Total plan assets at beginning of year | 2021-04-30 | $1,246 |
| Value of fidelity bond covering the plan | 2021-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $16,088 |
| Net income (gross income less expenses) | 2021-04-30 | $5,958 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $7,204 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $1,246 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $28,048 |
| 2020 : F.J. ROBERTS ENTERPRISE 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-04-30 | $0 |
| Total plan liabilities at beginning of year | 2020-04-30 | $0 |
| Total income from all sources | 2020-04-30 | $27,618 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $26,372 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $9,949 |
| Total plan assets at end of year | 2020-04-30 | $1,246 |
| Total plan assets at beginning of year | 2020-04-30 | $0 |
| Value of fidelity bond covering the plan | 2020-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $16,423 |
| Net income (gross income less expenses) | 2020-04-30 | $1,246 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $1,246 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $27,618 |
| 2023: F.J. ROBERTS ENTERPRISE 2023 form 5500 responses |
|---|
| 2023-05-01 | Type of plan entity | Single employer plan |
| 2023-05-01 | Submission has been amended | No |
| 2023-05-01 | This submission is the final filing | No |
| 2023-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-05-01 | Plan is a collectively bargained plan | No |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – Trust | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement - Trust | Yes |
| 2022: F.J. ROBERTS ENTERPRISE 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: F.J. ROBERTS ENTERPRISE 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: F.J. ROBERTS ENTERPRISE 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | Yes |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019: F.J. ROBERTS ENTERPRISE 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | First time form 5500 has been submitted | Yes |
| 2019-05-01 | Submission has been amended | No |
| 2019-05-01 | This submission is the final filing | No |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-05-01 | Plan is a collectively bargained plan | No |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – Trust | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement - Trust | Yes |
