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CHARLES B. ROBERTS & ASSOCIATES 401(K) RG PSP 401k Plan overview

Plan NameCHARLES B. ROBERTS & ASSOCIATES 401(K) RG PSP
Plan identification number 001

CHARLES B. ROBERTS & ASSOCIATES 401(K) RG PSP 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CHARLES B. ROBERTS & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES B. ROBERTS & ASSOCIATES, P.C.
Employer identification number (EIN):721532804
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about CHARLES B. ROBERTS & ASSOCIATES, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2002-08-16
Company Identification Number: 0582486
Legal Registered Office Address: 1320 CENTRAL PARK BOULEVARD
SUITE 203
FREDERICKSBURG
United States of America (USA)
22401

More information about CHARLES B. ROBERTS & ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES B. ROBERTS & ASSOCIATES 401(K) RG PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01CHARLES B ROBERTS2020-03-20 CHARLES B ROBERTS2020-03-20
0012018-01-01CHARLES B ROBERTS2019-07-21 CHARLES B ROBERTS2019-07-21
0012017-01-01CHARLES B ROBERTS2018-08-07 CHARLES B ROBERTS2018-08-07
0012016-01-01CHARLES B ROBERTS2017-06-06 CHARLES B ROBERTS2017-06-06
0012015-01-01CHARLES B ROBERTS2016-08-18 CHARLES B ROBERTS2016-08-18
0012014-01-01CHARLES B ROBERTS2015-10-08 CHARLES B ROBERTS2015-10-08
0012013-01-01CHARLES B ROBERTS2014-10-08 CHARLES B ROBERTS2014-10-08
0012012-01-01CHARLES B ROBERTS2014-02-16 CHARLES B ROBERTS2014-02-16
0012011-01-01CHARLES B ROBERTS2012-07-17 CHARLES B ROBERTS2012-07-17
0012010-01-01CHARLES B ROBERTS2011-09-12 CHARLES B ROBERTS2011-09-12

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