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ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C.
Employer identification number (EIN):541896113
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MATTHEW MCLEAREN2024-09-09
0012022-01-01MATTHEW MCLEAREN, MANAGING PARTNER2023-09-18
0012021-01-01MATTHEW MCLEAREN, MANAGING PARTNER2022-07-15
0012020-01-01MATTHEW MCLEAREN, MANAGING PARTNER2021-10-01
0012019-01-01MATTHEW MCLEAREN2020-09-18
0012018-01-01MATTHEW MCLEAREN2019-10-02
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROBERT M. HUFF
0012013-01-01
0012012-01-01ROBERT M. HUFF
0012011-01-01ROBERT M. HUFF
0012009-01-01ROBERT M. HUFF CHARLES S. LEVY2010-07-30

Plan Statistics for ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0178
Total number of active participants reported on line 7a of the Form 55002023-01-0164
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0121
Total of all active and inactive participants2023-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0185
Number of participants with account balances2023-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0180
Total number of active participants reported on line 7a of the Form 55002022-01-0163
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0177
Number of participants with account balances2022-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0180
Total number of active participants reported on line 7a of the Form 55002021-01-0168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0180
Number of participants with account balances2021-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0169
Total number of active participants reported on line 7a of the Form 55002020-01-0167
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0174
Number of participants with account balances2020-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0172
Total number of active participants reported on line 7a of the Form 55002019-01-0157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0166
Number of participants with account balances2019-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0172
Total number of active participants reported on line 7a of the Form 55002018-01-0162
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0171
Number of participants with account balances2018-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0170
Total number of active participants reported on line 7a of the Form 55002017-01-0163
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0171
Number of participants with account balances2017-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0168
Total number of active participants reported on line 7a of the Form 55002016-01-0162
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0169
Number of participants with account balances2016-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0164
Total number of active participants reported on line 7a of the Form 55002015-01-0159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0165
Number of participants with account balances2015-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0162
Total number of active participants reported on line 7a of the Form 55002014-01-0150
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0158
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0169
Total number of active participants reported on line 7a of the Form 55002013-01-0153
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0161
Number of participants with account balances2013-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0161
Total number of active participants reported on line 7a of the Form 55002012-01-0154
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0169
Number of participants with account balances2012-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0163
Total number of active participants reported on line 7a of the Form 55002011-01-0157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0165
Number of participants with account balances2011-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0157
Total number of active participants reported on line 7a of the Form 55002009-01-0160
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0166
Number of participants with account balances2009-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$4,387,722
Expenses. Total of all expenses incurred2023-12-31$104,117
Benefits paid (including direct rollovers)2023-12-31$68,312
Total plan assets at end of year2023-12-31$25,101,785
Total plan assets at beginning of year2023-12-31$20,818,180
Value of fidelity bond covering the plan2023-12-31$1,000,000
Total contributions received or receivable from participants2023-12-31$245,236
Expenses. Other expenses not covered elsewhere2023-12-31$35,805
Other income received2023-12-31$3,037,531
Net income (gross income less expenses)2023-12-31$4,283,605
Net plan assets at end of year (total assets less liabilities)2023-12-31$25,101,785
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$20,818,180
Assets. Value of participant loans2023-12-31$11,371
Total contributions received or receivable from employer(s)2023-12-31$1,104,955
2022 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,660,261
Expenses. Total of all expenses incurred2022-12-31$101,124
Benefits paid (including direct rollovers)2022-12-31$65,933
Total plan assets at end of year2022-12-31$20,818,180
Total plan assets at beginning of year2022-12-31$22,579,565
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$251,587
Expenses. Other expenses not covered elsewhere2022-12-31$35,191
Other income received2022-12-31$-2,802,734
Net income (gross income less expenses)2022-12-31$-1,761,385
Net plan assets at end of year (total assets less liabilities)2022-12-31$20,818,180
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$22,579,565
Assets. Value of participant loans2022-12-31$18,703
Total contributions received or receivable from employer(s)2022-12-31$890,886
2021 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$4,067,844
Expenses. Total of all expenses incurred2021-12-31$430,603
Benefits paid (including direct rollovers)2021-12-31$400,074
Total plan assets at end of year2021-12-31$22,579,565
Total plan assets at beginning of year2021-12-31$18,942,324
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$281,431
Expenses. Other expenses not covered elsewhere2021-12-31$30,529
Contributions received from other sources (not participants or employers)2021-12-31$4,425
Other income received2021-12-31$2,875,049
Net income (gross income less expenses)2021-12-31$3,637,241
Net plan assets at end of year (total assets less liabilities)2021-12-31$22,579,565
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$18,942,324
Assets. Value of participant loans2021-12-31$27,018
Total contributions received or receivable from employer(s)2021-12-31$906,939
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$3,153,191
Expenses. Total of all expenses incurred2020-12-31$128,643
Benefits paid (including direct rollovers)2020-12-31$111,229
Total plan assets at end of year2020-12-31$18,942,324
Total plan assets at beginning of year2020-12-31$15,917,776
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$234,137
Expenses. Other expenses not covered elsewhere2020-12-31$17,414
Other income received2020-12-31$2,055,770
Net income (gross income less expenses)2020-12-31$3,024,548
Net plan assets at end of year (total assets less liabilities)2020-12-31$18,942,324
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$15,917,776
Assets. Value of participant loans2020-12-31$44,307
Assets. Value of real-estate (other than employer real property)2020-12-31$21,400
Total contributions received or receivable from employer(s)2020-12-31$863,284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,619,500
Expenses. Total of all expenses incurred2019-12-31$558,806
Benefits paid (including direct rollovers)2019-12-31$541,386
Total plan assets at end of year2019-12-31$15,917,776
Total plan assets at beginning of year2019-12-31$12,857,082
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$271,579
Expenses. Other expenses not covered elsewhere2019-12-31$17,420
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,607,827
Net income (gross income less expenses)2019-12-31$3,060,694
Net plan assets at end of year (total assets less liabilities)2019-12-31$15,917,776
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$12,857,082
Assets. Value of participant loans2019-12-31$63,463
Assets. Value of real-estate (other than employer real property)2019-12-31$21,400
Total contributions received or receivable from employer(s)2019-12-31$740,094
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$354,653
Expenses. Total of all expenses incurred2018-12-31$1,697,413
Benefits paid (including direct rollovers)2018-12-31$1,588,184
Total plan assets at end of year2018-12-31$12,857,082
Total plan assets at beginning of year2018-12-31$14,199,842
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$227,805
Expenses. Other expenses not covered elsewhere2018-12-31$109,229
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-625,931
Net income (gross income less expenses)2018-12-31$-1,342,760
Net plan assets at end of year (total assets less liabilities)2018-12-31$12,857,082
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$14,199,842
Assets. Value of participant loans2018-12-31$26,665
Assets. Value of real-estate (other than employer real property)2018-12-31$59,400
Total contributions received or receivable from employer(s)2018-12-31$752,779
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,408,249
Expenses. Total of all expenses incurred2017-12-31$468,729
Benefits paid (including direct rollovers)2017-12-31$414,907
Total plan assets at end of year2017-12-31$14,199,842
Total plan assets at beginning of year2017-12-31$12,260,322
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$220,245
Expenses. Other expenses not covered elsewhere2017-12-31$53,822
Other income received2017-12-31$1,550,410
Net income (gross income less expenses)2017-12-31$1,939,520
Net plan assets at end of year (total assets less liabilities)2017-12-31$14,199,842
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$12,260,322
Assets. Value of participant loans2017-12-31$32,147
Assets. Value of real-estate (other than employer real property)2017-12-31$104,400
Total contributions received or receivable from employer(s)2017-12-31$637,594
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,611,602
Expenses. Total of all expenses incurred2016-12-31$660,707
Benefits paid (including direct rollovers)2016-12-31$600,904
Total plan assets at end of year2016-12-31$12,260,322
Total plan assets at beginning of year2016-12-31$11,309,427
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$233,998
Expenses. Other expenses not covered elsewhere2016-12-31$59,803
Other income received2016-12-31$740,511
Net income (gross income less expenses)2016-12-31$950,895
Net plan assets at end of year (total assets less liabilities)2016-12-31$12,260,322
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$11,309,427
Assets. Value of participant loans2016-12-31$30,567
Assets. Value of real-estate (other than employer real property)2016-12-31$104,400
Total contributions received or receivable from employer(s)2016-12-31$637,093
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$805,210
Expenses. Total of all expenses incurred2015-12-31$119,617
Benefits paid (including direct rollovers)2015-12-31$71,971
Total plan assets at end of year2015-12-31$11,309,427
Total plan assets at beginning of year2015-12-31$10,623,834
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$222,883
Expenses. Other expenses not covered elsewhere2015-12-31$47,646
Other income received2015-12-31$-3,547
Net income (gross income less expenses)2015-12-31$685,593
Net plan assets at end of year (total assets less liabilities)2015-12-31$11,309,427
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,623,834
Assets. Value of participant loans2015-12-31$36,647
Assets. Value of real-estate (other than employer real property)2015-12-31$104,400
Total contributions received or receivable from employer(s)2015-12-31$585,874
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,231,767
Expenses. Total of all expenses incurred2014-12-31$349,353
Benefits paid (including direct rollovers)2014-12-31$300,002
Total plan assets at end of year2014-12-31$10,623,834
Total plan assets at beginning of year2014-12-31$9,741,420
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$222,772
Expenses. Other expenses not covered elsewhere2014-12-31$49,351
Other income received2014-12-31$494,149
Net income (gross income less expenses)2014-12-31$882,414
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,623,834
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,741,420
Assets. Value of participant loans2014-12-31$32,546
Assets. Value of real-estate (other than employer real property)2014-12-31$104,400
Total contributions received or receivable from employer(s)2014-12-31$514,846
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,798,185
Expenses. Total of all expenses incurred2013-12-31$598,635
Benefits paid (including direct rollovers)2013-12-31$555,240
Total plan assets at end of year2013-12-31$9,741,420
Total plan assets at beginning of year2013-12-31$8,541,870
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$190,009
Expenses. Other expenses not covered elsewhere2013-12-31$43,395
Other income received2013-12-31$1,149,286
Net income (gross income less expenses)2013-12-31$1,199,550
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,741,420
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,541,870
Assets. Value of participant loans2013-12-31$42,772
Assets. Value of real-estate (other than employer real property)2013-12-31$250,000
Total contributions received or receivable from employer(s)2013-12-31$458,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,301,031
Expenses. Total of all expenses incurred2012-12-31$913,521
Benefits paid (including direct rollovers)2012-12-31$859,241
Total plan assets at end of year2012-12-31$8,541,870
Total plan assets at beginning of year2012-12-31$8,154,360
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$203,518
Expenses. Other expenses not covered elsewhere2012-12-31$54,280
Contributions received from other sources (not participants or employers)2012-12-31$15,578
Other income received2012-12-31$623,432
Net income (gross income less expenses)2012-12-31$387,510
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,541,870
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,154,360
Assets. Value of participant loans2012-12-31$29,894
Assets. Value of real-estate (other than employer real property)2012-12-31$250,000
Total contributions received or receivable from employer(s)2012-12-31$458,503
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$804,209
Expenses. Total of all expenses incurred2011-12-31$182,706
Benefits paid (including direct rollovers)2011-12-31$113,250
Total plan assets at end of year2011-12-31$8,154,360
Total plan assets at beginning of year2011-12-31$7,532,857
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$206,295
Expenses. Other expenses not covered elsewhere2011-12-31$69,456
Other income received2011-12-31$176,911
Net income (gross income less expenses)2011-12-31$621,503
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,154,360
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,532,857
Assets. Value of participant loans2011-12-31$49,185
Assets. Value of real-estate (other than employer real property)2011-12-31$892,900
Total contributions received or receivable from employer(s)2011-12-31$421,003
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,230,468
Expenses. Total of all expenses incurred2010-12-31$102,625
Benefits paid (including direct rollovers)2010-12-31$43,422
Total plan assets at end of year2010-12-31$7,532,857
Total plan assets at beginning of year2010-12-31$6,405,014
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$224,838
Expenses. Other expenses not covered elsewhere2010-12-31$59,203
Contributions received from other sources (not participants or employers)2010-12-31$15,858
Other income received2010-12-31$549,622
Net income (gross income less expenses)2010-12-31$1,127,843
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,532,857
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,405,014
Assets. Value of participant loans2010-12-31$55,145
Assets. Value of real-estate (other than employer real property)2010-12-31$892,900
Total contributions received or receivable from employer(s)2010-12-31$440,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN

2023: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBINSON, FARMER, COX ASSOCIATES, P.L.L.C. PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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