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ROBERTS INSURANCE AGENCY INC. PENSION PLAN 401k Plan overview

Plan NameROBERTS INSURANCE AGENCY INC. PENSION PLAN
Plan identification number 001

ROBERTS INSURANCE AGENCY INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

ROBERTS INCURANCE AGENCY, INC has sponsored the creation of one or more 401k plans.

Company Name:ROBERTS INCURANCE AGENCY, INC
Employer identification number (EIN):379015745
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ROBERTS INCURANCE AGENCY, INC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1965-01-23
Company Identification Number: 289161
Legal Registered Office Address: 4215 42ND WAY

WEST PALM BCH

33407

More information about ROBERTS INCURANCE AGENCY, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS INSURANCE AGENCY INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01TIFFANY RIVERA2021-04-05 TIFFANY RIVERA2021-04-05
0012019-01-01
0012018-01-01LARRY MARKS LARRY MARKS2019-05-09
0012017-01-01LARRY MARKS LARRY MARKS2018-05-31
0012016-01-01LARRY MARKS LARRY MARKS2017-05-23
0012015-01-01LARRY MARKS LARRY MARKS2016-07-08

Plan Statistics for ROBERTS INSURANCE AGENCY INC. PENSION PLAN

401k plan membership statisitcs for ROBERTS INSURANCE AGENCY INC. PENSION PLAN

Measure Date Value
2020: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-016
Total of all active and inactive participants2019-01-016
Total participants2019-01-016
Number of participants with account balances2019-01-016
2018: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-0110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0110
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on ROBERTS INSURANCE AGENCY INC. PENSION PLAN

Measure Date Value
2020 : ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$126,884
Expenses. Total of all expenses incurred2020-12-31$20,071
Benefits paid (including direct rollovers)2020-12-31$18,674
Total plan assets at end of year2020-12-31$835,706
Total plan assets at beginning of year2020-12-31$728,893
Total contributions received or receivable from participants2020-12-31$1,322
Contributions received from other sources (not participants or employers)2020-12-31$2,711
Other income received2020-12-31$120,767
Net income (gross income less expenses)2020-12-31$106,813
Net plan assets at end of year (total assets less liabilities)2020-12-31$835,706
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$728,893
Total contributions received or receivable from employer(s)2020-12-31$2,084
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,397
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$99,030
Expenses. Total of all expenses incurred2019-12-31$47,966
Benefits paid (including direct rollovers)2019-12-31$46,428
Total plan assets at end of year2019-12-31$728,893
Total plan assets at beginning of year2019-12-31$677,829
Total contributions received or receivable from participants2019-12-31$8,833
Other income received2019-12-31$90,197
Net income (gross income less expenses)2019-12-31$51,064
Net plan assets at end of year (total assets less liabilities)2019-12-31$728,893
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$677,829
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,538
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-567
Expenses. Total of all expenses incurred2018-12-31$271,836
Benefits paid (including direct rollovers)2018-12-31$268,800
Total plan assets at end of year2018-12-31$677,829
Total plan assets at beginning of year2018-12-31$950,232
Other income received2018-12-31$-567
Net income (gross income less expenses)2018-12-31$-272,403
Net plan assets at end of year (total assets less liabilities)2018-12-31$677,829
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$950,232
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,036
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
2017 : ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$47,263
Expenses. Total of all expenses incurred2017-12-31$25,419
Benefits paid (including direct rollovers)2017-12-31$25,000
Total plan assets at end of year2017-12-31$950,232
Total plan assets at beginning of year2017-12-31$928,388
Total contributions received or receivable from participants2017-12-31$21,985
Other income received2017-12-31$25,278
Net income (gross income less expenses)2017-12-31$21,844
Net plan assets at end of year (total assets less liabilities)2017-12-31$950,232
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$928,388
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$419
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
2016 : ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$33,487
Expenses. Total of all expenses incurred2016-12-31$1,911
Benefits paid (including direct rollovers)2016-12-31$1,886
Total plan assets at end of year2016-12-31$928,388
Total plan assets at beginning of year2016-12-31$896,812
Total contributions received or receivable from participants2016-12-31$6,500
Other income received2016-12-31$26,987
Net income (gross income less expenses)2016-12-31$31,576
Net plan assets at end of year (total assets less liabilities)2016-12-31$928,388
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$896,812
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
2015 : ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$23,659
Expenses. Total of all expenses incurred2015-12-31$5,025
Benefits paid (including direct rollovers)2015-12-31$5,000
Total plan assets at end of year2015-12-31$896,812
Total plan assets at beginning of year2015-12-31$878,178
Total contributions received or receivable from participants2015-12-31$6,500
Other income received2015-12-31$17,159
Net income (gross income less expenses)2015-12-31$18,634
Net plan assets at end of year (total assets less liabilities)2015-12-31$896,812
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$878,178
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$25
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0

Form 5500 Responses for ROBERTS INSURANCE AGENCY INC. PENSION PLAN

2020: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERTS INSURANCE AGENCY INC. PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91652812
Policy instance 1
Insurance contract or identification number91652812
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91652812
Policy instance 1
Insurance contract or identification number91652812
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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?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 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number698459
Policy instance 1
Insurance contract or identification number698459
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91652812
Policy instance 1
Insurance contract or identification number91652812
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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