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ROBERTS-GORDON PENSION PLAN 401k Plan overview

Plan NameROBERTS-GORDON PENSION PLAN
Plan identification number 002

ROBERTS-GORDON PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).

401k Sponsoring company profile

ROBERTS-GORDON, LLC has sponsored the creation of one or more 401k plans.

Company Name:ROBERTS-GORDON, LLC
Employer identification number (EIN):161561076
NAIC Classification:333410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS-GORDON PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01MICHELLE MYCEK2023-04-17
0022020-07-01MICHELLE MYCEK2022-04-12
0022019-07-01CORY BALE2021-04-14
0022018-07-01CORY BALE2020-04-17
0022017-07-01STEVE DYKMAN2019-04-15
0022016-07-01STEVE DYKMAN2018-04-11
0022015-07-01RICHARD JASIURA
0022014-07-01RICHARD JASIURA RICHARD JASIURA2016-01-25
0022014-07-01RICHARD JASIURA RICHARD JASIURA2016-01-20
0022013-07-01RICHARD JASIURA RICHARD JASIURA2015-04-10
0022012-07-01RICHARD JASIURA RICHARD JASIURA2014-04-11
0022011-07-01RICHARD JASIURA RICHARD JASIURA2013-04-12
0022009-07-01RICHARD JASIURA

Plan Statistics for ROBERTS-GORDON PENSION PLAN

401k plan membership statisitcs for ROBERTS-GORDON PENSION PLAN

Measure Date Value
2022: ROBERTS-GORDON PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-302,711,199
Acturial value of plan assets2022-06-302,711,199
Funding target for retired participants and beneficiaries receiving payment2022-06-301,486,511
Number of terminated vested participants2022-06-309
Fundng target for terminated vested participants2022-06-30409,192
Active participant vested funding target2022-06-30276,754
Number of active participants2022-06-305
Total funding liabilities for active participants2022-06-30276,754
Total participant count2022-06-3049
Total funding target for all participants2022-06-302,172,457
Balance at beginning of prior year after applicable adjustments2022-06-305,719
Prefunding balance at beginning of prior year after applicable adjustments2022-06-307,779
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-305,719
Prefunding balanced used to offset prior years funding requirement2022-06-307,779
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-301,092
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-301,457
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-309,000
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: ROBERTS-GORDON PENSION PLAN 2021 401k membership
Market value of plan assets2021-06-302,152,846
Acturial value of plan assets2021-06-302,152,846
Funding target for retired participants and beneficiaries receiving payment2021-06-301,503,196
Number of terminated vested participants2021-06-3010
Fundng target for terminated vested participants2021-06-30434,519
Active participant vested funding target2021-06-30255,715
Number of active participants2021-06-305
Total funding liabilities for active participants2021-06-30255,715
Total participant count2021-06-3050
Total funding target for all participants2021-06-302,193,430
Balance at beginning of prior year after applicable adjustments2021-06-305,841
Prefunding balance at beginning of prior year after applicable adjustments2021-06-307,945
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-305,841
Amount remaining of prefunding balance2021-06-307,945
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-305,719
Balance of prefunding at beginning of current year2021-06-307,779
Total employer contributions2021-06-3015,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3013,672
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3021,000
Net shortfall amortization installment of oustanding balance2021-06-3054,082
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-3026,078
Carryover balance elected to use to offset funding requirement2021-06-305,719
Prefunding balance elected to use to offset funding requirement2021-06-307,779
Additional cash requirement2021-06-3012,580
Contributions allocatedtoward minimum required contributions for current year2021-06-3013,672
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: ROBERTS-GORDON PENSION PLAN 2020 401k membership
Market value of plan assets2020-06-302,340,166
Acturial value of plan assets2020-06-302,340,166
Funding target for retired participants and beneficiaries receiving payment2020-06-301,468,409
Number of terminated vested participants2020-06-3013
Fundng target for terminated vested participants2020-06-30554,806
Active participant vested funding target2020-06-30245,428
Number of active participants2020-06-305
Total funding liabilities for active participants2020-06-30245,428
Total participant count2020-06-3052
Total funding target for all participants2020-06-302,268,643
Balance at beginning of prior year after applicable adjustments2020-06-305,572
Prefunding balance at beginning of prior year after applicable adjustments2020-06-307,580
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-305,572
Amount remaining of prefunding balance2020-06-307,580
Present value of excess contributions2020-06-3024,081
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3025,417
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-305,841
Balance of prefunding at beginning of current year2020-06-307,945
Total employer contributions2020-06-3025,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3024,066
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3011,000
Net shortfall amortization installment of oustanding balance2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-3024,066
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: ROBERTS-GORDON PENSION PLAN 2019 401k membership
Market value of plan assets2019-06-302,340,797
Acturial value of plan assets2019-06-302,340,797
Funding target for retired participants and beneficiaries receiving payment2019-06-301,212,181
Number of terminated vested participants2019-06-3017
Fundng target for terminated vested participants2019-06-30712,982
Active participant vested funding target2019-06-30278,226
Number of active participants2019-06-306
Total funding liabilities for active participants2019-06-30278,226
Total participant count2019-06-3053
Total funding target for all participants2019-06-302,203,389
Balance at beginning of prior year after applicable adjustments2019-06-305,197
Prefunding balance at beginning of prior year after applicable adjustments2019-06-307,070
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-305,197
Amount remaining of prefunding balance2019-06-307,070
Present value of excess contributions2019-06-3015,348
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3016,237
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-305,572
Balance of prefunding at beginning of current year2019-06-307,580
Total employer contributions2019-06-3025,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3024,081
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3010,000
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-3024,081
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: ROBERTS-GORDON PENSION PLAN 2018 401k membership
Market value of plan assets2018-06-302,288,943
Acturial value of plan assets2018-06-302,288,943
Funding target for retired participants and beneficiaries receiving payment2018-06-301,075,123
Number of terminated vested participants2018-06-3020
Fundng target for terminated vested participants2018-06-30679,669
Active participant vested funding target2018-06-30296,336
Number of active participants2018-06-307
Total funding liabilities for active participants2018-06-30296,336
Total participant count2018-06-3053
Total funding target for all participants2018-06-302,051,128
Balance at beginning of prior year after applicable adjustments2018-06-304,506
Prefunding balance at beginning of prior year after applicable adjustments2018-06-306,130
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-304,506
Amount remaining of prefunding balance2018-06-306,130
Present value of excess contributions2018-06-3015,360
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3016,282
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Balance of carryovers at beginning of current year2018-06-305,197
Balance of prefunding at beginning of current year2018-06-307,070
Total employer contributions2018-06-3016,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3015,348
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3010,000
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-3015,348
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: ROBERTS-GORDON PENSION PLAN 2017 401k membership
Market value of plan assets2017-06-302,082,239
Acturial value of plan assets2017-06-302,082,239
Funding target for retired participants and beneficiaries receiving payment2017-06-30969,157
Number of terminated vested participants2017-06-3022
Fundng target for terminated vested participants2017-06-30741,340
Active participant vested funding target2017-06-30271,796
Number of active participants2017-06-307
Total funding liabilities for active participants2017-06-30271,796
Total participant count2017-06-3054
Total funding target for all participants2017-06-301,982,293
Balance at beginning of prior year after applicable adjustments2017-06-304,570
Prefunding balance at beginning of prior year after applicable adjustments2017-06-306,216
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-304,570
Amount remaining of prefunding balance2017-06-306,216
Present value of excess contributions2017-06-3014,447
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3015,272
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-304,506
Balance of prefunding at beginning of current year2017-06-306,130
Total employer contributions2017-06-3016,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3015,360
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3010,000
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-3015,360
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2015: ROBERTS-GORDON PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0155
Total number of active participants reported on line 7a of the Form 55002015-07-019
Number of retired or separated participants receiving benefits2015-07-0126
Number of other retired or separated participants entitled to future benefits2015-07-0120
Total of all active and inactive participants2015-07-0155
Total participants2015-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: ROBERTS-GORDON PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0155
Total number of active participants reported on line 7a of the Form 55002014-07-0110
Number of retired or separated participants receiving benefits2014-07-0122
Number of other retired or separated participants entitled to future benefits2014-07-0120
Total of all active and inactive participants2014-07-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-0155
2013: ROBERTS-GORDON PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0157
Total number of active participants reported on line 7a of the Form 55002013-07-0110
Number of retired or separated participants receiving benefits2013-07-0120
Number of other retired or separated participants entitled to future benefits2013-07-0125
Total of all active and inactive participants2013-07-0155
Total participants2013-07-0155
2012: ROBERTS-GORDON PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0157
Total number of active participants reported on line 7a of the Form 55002012-07-0111
Number of retired or separated participants receiving benefits2012-07-0120
Number of other retired or separated participants entitled to future benefits2012-07-0126
Total of all active and inactive participants2012-07-0157
Total participants2012-07-0157
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: ROBERTS-GORDON PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0156
Total number of active participants reported on line 7a of the Form 55002011-07-0111
Number of retired or separated participants receiving benefits2011-07-0119
Number of other retired or separated participants entitled to future benefits2011-07-0127
Total of all active and inactive participants2011-07-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: ROBERTS-GORDON PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0157
Total number of active participants reported on line 7a of the Form 55002009-07-0111
Number of retired or separated participants receiving benefits2009-07-0116
Number of other retired or separated participants entitled to future benefits2009-07-0128
Total of all active and inactive participants2009-07-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0155
Number of participants with account balances2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on ROBERTS-GORDON PENSION PLAN

Measure Date Value
2016 : ROBERTS-GORDON PENSION PLAN 2016 401k financial data
Total income from all sources2016-06-30$67,069
Expenses. Total of all expenses incurred2016-06-30$121,182
Benefits paid (including direct rollovers)2016-06-30$106,491
Total plan assets at end of year2016-06-30$2,082,194
Total plan assets at beginning of year2016-06-30$2,136,307
Value of fidelity bond covering the plan2016-06-30$100,000
Other income received2016-06-30$52,069
Net income (gross income less expenses)2016-06-30$-54,113
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,082,194
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,136,307
Total contributions received or receivable from employer(s)2016-06-30$15,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$14,691
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$-15,000
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$15,000
2015 : ROBERTS-GORDON PENSION PLAN 2015 401k financial data
Total income from all sources2015-06-30$221,490
Expenses. Total of all expenses incurred2015-06-30$122,955
Benefits paid (including direct rollovers)2015-06-30$106,970
Total plan assets at end of year2015-06-30$2,136,307
Total plan assets at beginning of year2015-06-30$2,037,772
Value of fidelity bond covering the plan2015-06-30$1,000,000
Total contributions received or receivable from participants2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$123,144
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$98,535
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,136,307
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,037,772
Total contributions received or receivable from employer(s)2015-06-30$98,346
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$15,985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
2014 : ROBERTS-GORDON PENSION PLAN 2014 401k financial data
Total income from all sources2014-06-30$396,646
Expenses. Total of all expenses incurred2014-06-30$117,451
Benefits paid (including direct rollovers)2014-06-30$103,298
Total plan assets at end of year2014-06-30$2,037,772
Total plan assets at beginning of year2014-06-30$1,758,577
Value of fidelity bond covering the plan2014-06-30$1,000,000
Other income received2014-06-30$351,516
Net income (gross income less expenses)2014-06-30$279,195
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,037,772
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,758,577
Total contributions received or receivable from employer(s)2014-06-30$45,130
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$14,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : ROBERTS-GORDON PENSION PLAN 2013 401k financial data
Total income from all sources2013-06-30$385,737
Expenses. Total of all expenses incurred2013-06-30$100,222
Benefits paid (including direct rollovers)2013-06-30$100,222
Total plan assets at end of year2013-06-30$1,758,577
Total plan assets at beginning of year2013-06-30$1,473,062
Value of fidelity bond covering the plan2013-06-30$1,000,000
Noncash contributions received2013-06-30$229,867
Net income (gross income less expenses)2013-06-30$285,515
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,758,577
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,473,062
Total contributions received or receivable from employer(s)2013-06-30$155,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$90,259
Amount contributed by the employer to the plan for this plan year2013-06-30$90,259
2012 : ROBERTS-GORDON PENSION PLAN 2012 401k financial data
Total income from all sources2012-06-30$154,783
Expenses. Total of all expenses incurred2012-06-30$94,331
Benefits paid (including direct rollovers)2012-06-30$94,331
Total plan assets at end of year2012-06-30$1,473,062
Total plan assets at beginning of year2012-06-30$1,412,610
Value of fidelity bond covering the plan2012-06-30$1,000,000
Other income received2012-06-30$-619
Noncash contributions received2012-06-30$24,660
Net income (gross income less expenses)2012-06-30$60,452
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,473,062
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,412,610
Total contributions received or receivable from employer(s)2012-06-30$130,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$155,870
Amount contributed by the employer to the plan for this plan year2012-06-30$155,870
2011 : ROBERTS-GORDON PENSION PLAN 2011 401k financial data
Total income from all sources2011-06-30$279,689
Expenses. Total of all expenses incurred2011-06-30$86,005
Benefits paid (including direct rollovers)2011-06-30$73,628
Total plan assets at end of year2011-06-30$1,412,610
Total plan assets at beginning of year2011-06-30$1,218,926
Value of fidelity bond covering the plan2011-06-30$1,000,000
Other income received2011-06-30$236,577
Net income (gross income less expenses)2011-06-30$193,684
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,412,610
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,218,926
Total contributions received or receivable from employer(s)2011-06-30$43,112
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$12,377
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$130,742
Amount contributed by the employer to the plan for this plan year2011-06-30$130,742
2010 : ROBERTS-GORDON PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$-6,788
Minimum employer required contribution for this plan year2010-06-30$96,324
Amount contributed by the employer to the plan for this plan year2010-06-30$103,112

Form 5500 Responses for ROBERTS-GORDON PENSION PLAN

2015: ROBERTS-GORDON PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: ROBERTS-GORDON PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: ROBERTS-GORDON PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: ROBERTS-GORDON PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: ROBERTS-GORDON PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: ROBERTS-GORDON PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF428
Policy instance 1
Insurance contract or identification numberPF428
Insurance policy start date2015-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF428
Policy instance 1
Insurance contract or identification numberPF428
Number of Individuals Covered55
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF428
Policy instance 1
Insurance contract or identification numberPF428
Number of Individuals Covered55
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF428
Policy instance 1
Insurance contract or identification numberPF428
Number of Individuals Covered57
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF428
Policy instance 1
Insurance contract or identification numberPF428
Number of Individuals Covered57
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 428
Policy instance 1
Insurance contract or identification numberPF 428
Number of Individuals Covered56
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes

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