401k Plan data: ROBERTSON INDEMNITY RETIREMENT PLAN plan

ROBERTSON INDEMNITY RETIREMENT PLAN 401k Plan overview

Plan Name	ROBERTSON INDEMNITY RETIREMENT PLAN
Plan identification number	001

ROBERTSON INDEMNITY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

ROBERTSON INSURANCE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERTSON INSURANCE ASSOCIATES, INC.

Employer identification number (EIN): 453177705

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about ROBERTSON INSURANCE ASSOCIATES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2011-09-01

Company Identification Number: 0741218

Legal Registered Office Address: 14535 JOHN MARSHALL HWY.
SUITE 104
GAINESVILLE
United States of America (USA)
20155

More information about ROBERTSON INSURANCE ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTSON INDEMNITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 RICK ROBERTSON
001 2017-01-01 RICK ROBERTSON
001 2016-01-01 RICK ROBERTSON
001 2015-01-01 RICK ROBERTSON
001 2014-01-01 RICK ROBERTSON
001 2013-01-01 RICK ROBERTSON
001 2012-01-01 RICK ROBERTSON
001 2011-09-07 RICK ROBERTSON

Plan Statistics for ROBERTSON INDEMNITY RETIREMENT PLAN

401k plan membership statisitcs for ROBERTSON INDEMNITY RETIREMENT PLAN

Measure Date Value
2022: ROBERTSON INDEMNITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Total of all active and inactive participants 2022-01-01 2
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
2021: ROBERTSON INDEMNITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
2020: ROBERTSON INDEMNITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: ROBERTSON INDEMNITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: ROBERTSON INDEMNITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: ROBERTSON INDEMNITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: ROBERTSON INDEMNITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: ROBERTSON INDEMNITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: ROBERTSON INDEMNITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: ROBERTSON INDEMNITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: ROBERTSON INDEMNITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: ROBERTSON INDEMNITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-07 0
Total number of active participants reported on line 7a of the Form 5500 2011-09-07 2
Total of all active and inactive participants 2011-09-07 2
Total participants 2011-09-07 2
Number of participants with account balances 2011-09-07 2

Measure	Date	Value
2022: ROBERTSON INDEMNITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Total of all active and inactive participants	2022-01-01	2
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
2021: ROBERTSON INDEMNITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
2020: ROBERTSON INDEMNITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: ROBERTSON INDEMNITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: ROBERTSON INDEMNITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: ROBERTSON INDEMNITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: ROBERTSON INDEMNITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: ROBERTSON INDEMNITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: ROBERTSON INDEMNITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: ROBERTSON INDEMNITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: ROBERTSON INDEMNITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: ROBERTSON INDEMNITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-07	0
Total number of active participants reported on line 7a of the Form 5500	2011-09-07	2
Total of all active and inactive participants	2011-09-07	2
Total participants	2011-09-07	2
Number of participants with account balances	2011-09-07	2

Financial Data on ROBERTSON INDEMNITY RETIREMENT PLAN

Measure	Date	Value
2022 : ROBERTSON INDEMNITY RETIREMENT PLAN 2022 401k financial data
Total plan assets at end of year	2022-12-31	$94,746
Total plan assets at beginning of year	2022-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$94,746
2021 : ROBERTSON INDEMNITY RETIREMENT PLAN 2021 401k financial data
Total plan assets at end of year	2021-12-31	$94,746
Total plan assets at beginning of year	2021-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$94,746
2020 : ROBERTSON INDEMNITY RETIREMENT PLAN 2020 401k financial data
Total plan assets at end of year	2020-12-31	$94,746
Total plan assets at beginning of year	2020-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$94,746
2019 : ROBERTSON INDEMNITY RETIREMENT PLAN 2019 401k financial data
Total plan assets at end of year	2019-12-31	$94,746
Total plan assets at beginning of year	2019-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$94,746
2018 : ROBERTSON INDEMNITY RETIREMENT PLAN 2018 401k financial data
Total plan assets at end of year	2018-12-31	$94,746
Total plan assets at beginning of year	2018-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$94,746
2017 : ROBERTSON INDEMNITY RETIREMENT PLAN 2017 401k financial data
Total plan assets at end of year	2017-12-31	$94,746
Total plan assets at beginning of year	2017-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$94,746
2016 : ROBERTSON INDEMNITY RETIREMENT PLAN 2016 401k financial data
Total plan assets at end of year	2016-12-31	$94,746
Total plan assets at beginning of year	2016-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$94,746
2015 : ROBERTSON INDEMNITY RETIREMENT PLAN 2015 401k financial data
Total plan assets at end of year	2015-12-31	$94,746
Total plan assets at beginning of year	2015-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$94,746
2014 : ROBERTSON INDEMNITY RETIREMENT PLAN 2014 401k financial data
Total plan assets at end of year	2014-12-31	$94,746
Total plan assets at beginning of year	2014-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$94,746
2013 : ROBERTSON INDEMNITY RETIREMENT PLAN 2013 401k financial data
Total plan assets at end of year	2013-12-31	$94,746
Total plan assets at beginning of year	2013-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$94,746
2012 : ROBERTSON INDEMNITY RETIREMENT PLAN 2012 401k financial data
Total plan assets at end of year	2012-12-31	$94,746
Total plan assets at beginning of year	2012-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$94,746
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$94,746
2011 : ROBERTSON INDEMNITY RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$94,746
Total plan assets at end of year	2011-12-31	$94,746
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$94,746

Form 5500 Responses for ROBERTSON INDEMNITY RETIREMENT PLAN

2022: ROBERTSON INDEMNITY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERTSON INDEMNITY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERTSON INDEMNITY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERTSON INDEMNITY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERTSON INDEMNITY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERTSON INDEMNITY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERTSON INDEMNITY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERTSON INDEMNITY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERTSON INDEMNITY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERTSON INDEMNITY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERTSON INDEMNITY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERTSON INDEMNITY RETIREMENT PLAN 2011 form 5500 responses
2011-09-07	Type of plan entity	Single employer plan
2011-09-07	First time form 5500 has been submitted	Yes
2011-09-07	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-09-07	Plan funding arrangement – Trust	Yes
2011-09-07	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERTSON INSURANCE ASSOCIATES, INC.
Employer identification number (EIN):	453177705
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2011-09-01
Company Identification Number:	0741218
Legal Registered Office Address:	14535 JOHN MARSHALL HWY. SUITE 104 GAINESVILLE United States of America (USA) 20155