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DAVID B ROBERTSON PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID B ROBERTSON PROFIT SHARING PLAN
Plan identification number 001

DAVID B ROBERTSON PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

DAVID B ROBERTSON has sponsored the creation of one or more 401k plans.

Company Name:DAVID B ROBERTSON
Employer identification number (EIN):621101596
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID B ROBERTSON PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01DAVID ROBERTSON
0012016-01-01
0012015-01-01DAVID ROBERTSON
0012014-01-01DAVID ROBERTSON
0012013-01-01DAVID ROBERTSON
0012012-01-01DAVID ROBERTSON
0012011-01-01DAVID B. ROBERTSON DAVID B. ROBERTSON2012-05-23
0012010-01-01DAVID B. ROBERTSON DAVID B. ROBERTSON2011-06-20
0012009-01-01DAVID B. ROBERTSON DAVID B. ROBERTSON2010-09-30
0012008-01-01

Plan Statistics for DAVID B ROBERTSON PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID B ROBERTSON PROFIT SHARING PLAN

Measure Date Value
2016: DAVID B ROBERTSON PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-010
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 participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
2015: DAVID B ROBERTSON PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
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 participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
2014: DAVID B ROBERTSON PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
2013: DAVID B ROBERTSON PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID B ROBERTSON PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: DAVID B ROBERTSON PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAVID B ROBERTSON PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAVID B ROBERTSON PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID B ROBERTSON PROFIT SHARING PLAN

Measure Date Value
2016 : DAVID B ROBERTSON PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-12,403
Expenses. Total of all expenses incurred2016-12-31$1,156,935
Benefits paid (including direct rollovers)2016-12-31$1,156,935
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$1,169,338
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$-12,403
Net income (gross income less expenses)2016-12-31$-1,169,338
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,169,338
2015 : DAVID B ROBERTSON PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$56,686
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,169,338
Total plan assets at beginning of year2015-12-31$1,112,652
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-19,206
Net income (gross income less expenses)2015-12-31$56,686
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,169,338
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,112,652
Total contributions received or receivable from employer(s)2015-12-31$75,892
2014 : DAVID B ROBERTSON PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$70,052
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,112,652
Total plan assets at beginning of year2014-12-31$1,042,600
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$-7,651
Net income (gross income less expenses)2014-12-31$70,052
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,112,652
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,042,600
Total contributions received or receivable from employer(s)2014-12-31$77,703
2013 : DAVID B ROBERTSON PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$76,685
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,042,600
Total plan assets at beginning of year2013-12-31$965,915
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$2,414
Net income (gross income less expenses)2013-12-31$76,685
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,042,600
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$965,915
Total contributions received or receivable from employer(s)2013-12-31$74,271
2012 : DAVID B ROBERTSON PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$75,629
Total plan assets at end of year2012-12-31$965,915
Total plan assets at beginning of year2012-12-31$890,286
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$3,324
Net income (gross income less expenses)2012-12-31$75,629
Net plan assets at end of year (total assets less liabilities)2012-12-31$965,915
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$890,286
Total contributions received or receivable from employer(s)2012-12-31$72,305
2011 : DAVID B ROBERTSON PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$91,351
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$890,286
Total plan assets at beginning of year2011-12-31$798,935
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$21,615
Net income (gross income less expenses)2011-12-31$91,351
Net plan assets at end of year (total assets less liabilities)2011-12-31$890,286
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$798,935
Total contributions received or receivable from employer(s)2011-12-31$69,736
2010 : DAVID B ROBERTSON PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$89,285
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$798,935
Total plan assets at beginning of year2010-12-31$709,650
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$20,046
Net income (gross income less expenses)2010-12-31$89,285
Net plan assets at end of year (total assets less liabilities)2010-12-31$798,935
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$709,650
Total contributions received or receivable from employer(s)2010-12-31$69,239

Form 5500 Responses for DAVID B ROBERTSON PROFIT SHARING PLAN

2016: DAVID B ROBERTSON PROFIT SHARING 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: DAVID B ROBERTSON PROFIT SHARING 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: DAVID B ROBERTSON PROFIT SHARING 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: DAVID B ROBERTSON PROFIT SHARING 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: DAVID B ROBERTSON PROFIT SHARING 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: DAVID B ROBERTSON PROFIT SHARING 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
2010: DAVID B ROBERTSON PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID B ROBERTSON PROFIT SHARING 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
2008: DAVID B ROBERTSON PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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