401k Plan data: ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN plan

ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN
Plan identification number	001

ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

ROBINSON GRANT & CO., P.A. has sponsored the creation of one or more 401k plans.

Company Name: ROBINSON GRANT & CO., P.A.

Employer identification number (EIN): 570735924

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-10-01 MICHAEL PUTICH
001 2010-10-01 MICHAEL PUTICH
001 2009-10-01 MICHAEL PUTICH

Plan id#	Filing Submission Date	Name of Administrator
001	2011-10-01	MICHAEL PUTICH
001	2010-10-01	MICHAEL PUTICH
001	2009-10-01	MICHAEL PUTICH

Plan Statistics for ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN

Measure Date Value
2011: ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 0
Total participants 2011-10-01 0
2010: ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 9
Number of other retired or separated participants entitled to future benefits 2010-10-01 3
Total of all active and inactive participants 2010-10-01 12
Total participants 2010-10-01 12
2009: ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 17
Number of other retired or separated participants entitled to future benefits 2009-10-01 5
Total of all active and inactive participants 2009-10-01 22
Total participants 2009-10-01 22

Measure	Date	Value
2011: ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	0
Total participants	2011-10-01	0
2010: ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	9
Number of other retired or separated participants entitled to future benefits	2010-10-01	3
Total of all active and inactive participants	2010-10-01	12
Total participants	2010-10-01	12
2009: ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	17
Number of other retired or separated participants entitled to future benefits	2009-10-01	5
Total of all active and inactive participants	2009-10-01	22
Total participants	2009-10-01	22

Financial Data on ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN

Measure	Date	Value
2012 : ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2012 401k financial data
Expenses. Total of all expenses incurred	2012-09-30	$15,139
Benefits paid (including direct rollovers)	2012-09-30	$15,139
Total plan assets at beginning of year	2012-09-30	$15,139
Value of fidelity bond covering the plan	2012-09-30	$100,000
Net income (gross income less expenses)	2012-09-30	$-15,139
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$15,139
2011 : ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$88,247
Expenses. Total of all expenses incurred	2011-09-30	$2,738,907
Benefits paid (including direct rollovers)	2011-09-30	$2,736,397
Total plan assets at end of year	2011-09-30	$15,139
Total plan assets at beginning of year	2011-09-30	$2,665,799
Value of fidelity bond covering the plan	2011-09-30	$100,000
Other income received	2011-09-30	$88,247
Net income (gross income less expenses)	2011-09-30	$-2,650,660
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$15,139
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$2,665,799
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$2,510
2010 : ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-09-30	$317,889
Expenses. Total of all expenses incurred	2010-09-30	$555,937
Benefits paid (including direct rollovers)	2010-09-30	$555,020
Total plan assets at end of year	2010-09-30	$2,665,799
Total plan assets at beginning of year	2010-09-30	$2,903,847
Value of fidelity bond covering the plan	2010-09-30	$100,000
Total contributions received or receivable from participants	2010-09-30	$44,676
Other income received	2010-09-30	$273,213
Net income (gross income less expenses)	2010-09-30	$-238,048
Net plan assets at end of year (total assets less liabilities)	2010-09-30	$2,665,799
Net plan assets at beginning of year (total assets less liabilities)	2010-09-30	$2,903,847
Expenses. Administrative service providers (salaries,fees and commissions)	2010-09-30	$917

Form 5500 Responses for ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN

2011: ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	Yes
2011-10-01	This submission is the final filing	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: ROBINSON GRANT & CO., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBINSON GRANT & CO., P.A.
Employer identification number (EIN):	570735924
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants