401k Plan data: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN plan

LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	LL ROBERTS GROUP RETIREMENT SAVINGS PLAN
Plan identification number	001

LL ROBERTS GROUP RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

LL ROBERTS GROUP has sponsored the creation of one or more 401k plans.

Company Name: LL ROBERTS GROUP

Employer identification number (EIN): 752962401

NAIC Classification: 541214
NAIC Description: Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LL ROBERTS GROUP RETIREMENT SAVINGS 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
001 2017-01-01 WAYNE HARDCASTLE
001 2016-01-01 WAYNE HARDCASTLE WAYNE HARDCASTLE 2017-10-13
001 2016-01-01 WAYNE HARDCASTLE 2019-04-10
001 2015-01-01 ROSENA MANOR
001 2015-01-01 ROSENA MANOR
001 2014-01-01 ROSENA MANOR
001 2014-01-01 ROSENA MANOR
001 2013-01-01 ROSENA MANOR
001 2012-01-01 ROSENA MANOR
001 2011-01-01 JIM TYLER 2012-10-15

Plan Statistics for LL ROBERTS GROUP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LL ROBERTS GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2022: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,621
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 782
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 783
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,572
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 713
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 834
Total of all active and inactive participants 2021-01-01 1,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,547
Number of participants with account balances 2021-01-01 1,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 226
2020: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 757
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,098
Number of other retired or separated participants entitled to future benefits 2020-01-01 409
Total of all active and inactive participants 2020-01-01 1,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,507
Number of participants with account balances 2020-01-01 980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 880
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 625
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 154
Total of all active and inactive participants 2019-01-01 779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 779
Number of participants with account balances 2019-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 607
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 318
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 273
Total of all active and inactive participants 2018-01-01 591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 591
Number of participants with account balances 2018-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 531
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 514
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 45
Total of all active and inactive participants 2017-01-01 559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 559
Number of participants with account balances 2017-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 372
Number of other retired or separated participants entitled to future benefits 2016-01-01 53
Total of all active and inactive participants 2016-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 425
Number of participants with account balances 2016-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 443
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 209
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 232
Number of participants with account balances 2015-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 418
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 433
Number of participants with account balances 2014-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 448
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 463
Number of participants with account balances 2013-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 102
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 119
Number of participants with account balances 2012-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,621
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	782
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	783
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,572
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	713
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	834
Total of all active and inactive participants	2021-01-01	1,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,547
Number of participants with account balances	2021-01-01	1,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	226
2020: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	757
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,098
Number of other retired or separated participants entitled to future benefits	2020-01-01	409
Total of all active and inactive participants	2020-01-01	1,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,507
Number of participants with account balances	2020-01-01	980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	880
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	625
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	154
Total of all active and inactive participants	2019-01-01	779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	779
Number of participants with account balances	2019-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	607
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	318
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	273
Total of all active and inactive participants	2018-01-01	591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	591
Number of participants with account balances	2018-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	531
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	514
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	45
Total of all active and inactive participants	2017-01-01	559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	559
Number of participants with account balances	2017-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	372
Number of other retired or separated participants entitled to future benefits	2016-01-01	53
Total of all active and inactive participants	2016-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	425
Number of participants with account balances	2016-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	443
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	209
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	232
Number of participants with account balances	2015-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	418
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	433
Number of participants with account balances	2014-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	448
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	463
Number of participants with account balances	2013-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	102
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	119
Number of participants with account balances	2012-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on LL ROBERTS GROUP RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$11,287,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,230,621
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,913,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,747,174
Value of total corrective distributions	2022-12-31	$3,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,151,710
Value of total assets at end of year	2022-12-31	$0
Value of total assets at beginning of year	2022-12-31	$14,431,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$162,129
Total interest from all sources	2022-12-31	$6,207
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$86,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$86,519
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$876,090
Participant contributions at beginning of year	2022-12-31	$232,238
Participant contributions at beginning of year	2022-12-31	$58,260
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$36,954
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$2,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,143,650
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,431,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$15,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,117,462
Interest on participant loans	2022-12-31	$6,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,475,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$238,666
Employer contributions (assets) at beginning of year	2022-12-31	$20,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,747,174
Contract administrator fees	2022-12-31	$146,486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2022-12-31	274097479
2021 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,021,963
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,917,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,738,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,343,108
Value of total assets at end of year	2021-12-31	$14,431,290
Value of total assets at beginning of year	2021-12-31	$12,326,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$179,602
Total interest from all sources	2021-12-31	$7,273
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$651,292
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$651,292
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,681,060
Participant contributions at end of year	2021-12-31	$232,238
Participant contributions at beginning of year	2021-12-31	$181,607
Participant contributions at end of year	2021-12-31	$58,260
Participant contributions at beginning of year	2021-12-31	$57,453
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$61,901
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$2,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,104,023
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,431,290
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,326,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$17,769
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,117,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,059,983
Interest on participant loans	2021-12-31	$7,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,020,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$600,147
Employer contributions (assets) at end of year	2021-12-31	$20,419
Employer contributions (assets) at beginning of year	2021-12-31	$26,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,738,338
Contract administrator fees	2021-12-31	$161,833
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2021-12-31	274097479
2020 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$1,180,643
Total transfer of assets from this plan	2020-12-31	$431,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,575,075
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$648,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$508,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,103,777
Value of total assets at end of year	2020-12-31	$12,326,729
Value of total assets at beginning of year	2020-12-31	$8,650,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$139,691
Total interest from all sources	2020-12-31	$5,828
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$246,737
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$246,737
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,426,237
Participant contributions at end of year	2020-12-31	$181,607
Participant contributions at beginning of year	2020-12-31	$93,629
Participant contributions at end of year	2020-12-31	$57,453
Participant contributions at beginning of year	2020-12-31	$73,993
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$135,774
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$2,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,926,660
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,326,729
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,650,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$13,454
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,059,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,431,450
Interest on participant loans	2020-12-31	$5,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,218,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$541,766
Employer contributions (assets) at end of year	2020-12-31	$26,340
Employer contributions (assets) at beginning of year	2020-12-31	$49,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$508,724
Contract administrator fees	2020-12-31	$126,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	FUNGIBLE, INC.
Accountancy firm EIN	2020-12-31	274097479
2019 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$217,213
Total transfer of assets from this plan	2019-12-31	$31,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,396,867
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,338,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,221,186
Value of total corrective distributions	2019-12-31	$5,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,022,726
Value of total assets at end of year	2019-12-31	$8,650,820
Value of total assets at beginning of year	2019-12-31	$6,407,352
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$111,777
Total interest from all sources	2019-12-31	$4,592
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$197,890
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$197,890
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,186,184
Participant contributions at end of year	2019-12-31	$93,629
Participant contributions at beginning of year	2019-12-31	$63,338
Participant contributions at end of year	2019-12-31	$73,993
Participant contributions at beginning of year	2019-12-31	$19,350
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$327,927
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,730
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,058,146
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,650,820
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,407,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$10,742
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,431,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,297,019
Interest on participant loans	2019-12-31	$4,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,171,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$508,615
Employer contributions (assets) at end of year	2019-12-31	$49,018
Employer contributions (assets) at beginning of year	2019-12-31	$26,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,221,186
Contract administrator fees	2019-12-31	$101,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2019-12-31	274097479
2018 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$162,046
Total transfer of assets from this plan	2018-12-31	$143,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,312,809
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$676,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$586,395
Value of total corrective distributions	2018-12-31	$2,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,555,889
Value of total assets at end of year	2018-12-31	$6,407,352
Value of total assets at beginning of year	2018-12-31	$5,752,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$87,195
Total interest from all sources	2018-12-31	$2,972
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$196,223
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$196,223
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$990,651
Participant contributions at end of year	2018-12-31	$63,338
Participant contributions at beginning of year	2018-12-31	$44,782
Participant contributions at end of year	2018-12-31	$19,350
Participant contributions at beginning of year	2018-12-31	$14,342
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$182,267
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$636,224
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,407,352
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,752,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$9,140
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,297,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,668,754
Interest on participant loans	2018-12-31	$2,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-442,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$382,971
Employer contributions (assets) at end of year	2018-12-31	$26,785
Employer contributions (assets) at beginning of year	2018-12-31	$24,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$586,395
Contract administrator fees	2018-12-31	$78,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2018-12-31	274097479
2017 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$1,159,299
Total transfer of assets from this plan	2017-12-31	$2,055,559
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,976,601
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$702,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$594,389
Value of total corrective distributions	2017-12-31	$26,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,205,092
Value of total assets at end of year	2017-12-31	$5,752,764
Value of total assets at beginning of year	2017-12-31	$5,374,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$80,854
Total interest from all sources	2017-12-31	$2,304
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$115,997
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$115,997
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$735,509
Participant contributions at end of year	2017-12-31	$44,782
Participant contributions at beginning of year	2017-12-31	$75,191
Participant contributions at end of year	2017-12-31	$14,342
Participant contributions at beginning of year	2017-12-31	$34,965
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$181,340
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,274,575
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,752,764
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,374,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$7,326
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,668,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,230,137
Interest on participant loans	2017-12-31	$2,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$653,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$288,243
Employer contributions (assets) at end of year	2017-12-31	$24,062
Employer contributions (assets) at beginning of year	2017-12-31	$32,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$594,389
Contract administrator fees	2017-12-31	$73,528
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2017-12-31	274097479
2016 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$293,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,429,116
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$205,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$135,844
Value of total corrective distributions	2016-12-31	$8,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,092,985
Value of total assets at end of year	2016-12-31	$5,374,449
Value of total assets at beginning of year	2016-12-31	$3,857,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$61,143
Total interest from all sources	2016-12-31	$1,771
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$87,724
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$87,724
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$706,121
Participant contributions at end of year	2016-12-31	$75,191
Participant contributions at beginning of year	2016-12-31	$37,002
Participant contributions at end of year	2016-12-31	$34,965
Participant contributions at beginning of year	2016-12-31	$19,301
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$93,904
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,223,783
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,374,449
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,857,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$7,566
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,230,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,775,831
Interest on participant loans	2016-12-31	$1,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$246,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$292,960
Employer contributions (assets) at end of year	2016-12-31	$32,827
Employer contributions (assets) at beginning of year	2016-12-31	$24,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$135,844
Contract administrator fees	2016-12-31	$53,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2016-12-31	274097479
2015 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$120,580
Total transfer of assets from this plan	2015-12-31	$20,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$503,788
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$130,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$71,304
Value of total corrective distributions	2015-12-31	$9,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$517,753
Value of total assets at end of year	2015-12-31	$3,857,609
Value of total assets at beginning of year	2015-12-31	$3,384,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$49,703
Total interest from all sources	2015-12-31	$1,685
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$82,165
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$82,165
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$372,128
Participant contributions at end of year	2015-12-31	$37,002
Participant contributions at beginning of year	2015-12-31	$39,790
Participant contributions at end of year	2015-12-31	$19,301
Participant contributions at beginning of year	2015-12-31	$16,118
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,200
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$373,270
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,857,609
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,384,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$6,599
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,775,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,304,822
Interest on participant loans	2015-12-31	$1,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-97,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$142,425
Employer contributions (assets) at end of year	2015-12-31	$24,910
Employer contributions (assets) at beginning of year	2015-12-31	$22,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$71,304
Contract administrator fees	2015-12-31	$43,104
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	CATLIN, LILLARD & CO. PC
Accountancy firm EIN	2015-12-31	752261362
2014 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$217,077
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$717,492
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$166,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$117,091
Value of total corrective distributions	2014-12-31	$2,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$483,435
Value of total assets at end of year	2014-12-31	$3,384,297
Value of total assets at beginning of year	2014-12-31	$3,049,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$45,952
Total interest from all sources	2014-12-31	$1,826
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$65,644
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$65,644
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$342,084
Participant contributions at end of year	2014-12-31	$39,790
Participant contributions at beginning of year	2014-12-31	$78,176
Participant contributions at end of year	2014-12-31	$16,118
Participant contributions at beginning of year	2014-12-31	$12,491
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,768
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$551,492
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,384,297
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,049,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$5,803
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,304,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,955,101
Interest on participant loans	2014-12-31	$1,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$166,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$138,583
Employer contributions (assets) at end of year	2014-12-31	$22,946
Employer contributions (assets) at beginning of year	2014-12-31	$3,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$117,091
Contract administrator fees	2014-12-31	$40,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	CATLIN, LILLARD & CO. PC
Accountancy firm EIN	2014-12-31	752261362
2013 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$201,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,157,684
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$451,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$416,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$803,669
Value of total assets at end of year	2013-12-31	$3,049,882
Value of total assets at beginning of year	2013-12-31	$2,141,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$34,608
Total interest from all sources	2013-12-31	$2,048
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$72,553
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$72,553
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$316,259
Participant contributions at end of year	2013-12-31	$78,176
Participant contributions at beginning of year	2013-12-31	$40,436
Participant contributions at end of year	2013-12-31	$12,491
Participant contributions at beginning of year	2013-12-31	$23,320
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$394,648
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$706,624
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,049,882
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,141,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$4,584
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,955,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,073,968
Interest on participant loans	2013-12-31	$2,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$279,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$92,762
Employer contributions (assets) at end of year	2013-12-31	$3,682
Employer contributions (assets) at beginning of year	2013-12-31	$3,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$416,452
Contract administrator fees	2013-12-31	$30,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	CATLIN, LILLARD & CO. PC
Accountancy firm EIN	2013-12-31	752261362
2012 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$54,739
Total transfer of assets from this plan	2012-12-31	$323,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$763,342
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$102,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$69,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$568,089
Value of total assets at end of year	2012-12-31	$2,141,547
Value of total assets at beginning of year	2012-12-31	$1,749,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$32,861
Total interest from all sources	2012-12-31	$1,066
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$43,135
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$43,135
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$364,469
Participant contributions at end of year	2012-12-31	$40,436
Participant contributions at beginning of year	2012-12-31	$19,662
Participant contributions at end of year	2012-12-31	$23,320
Participant contributions at beginning of year	2012-12-31	$1,400
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$46,190
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$74
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$660,993
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,141,547
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,749,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$4,177
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,073,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,721,102
Interest on participant loans	2012-12-31	$1,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$151,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$157,430
Employer contributions (assets) at end of year	2012-12-31	$3,195
Employer contributions (assets) at beginning of year	2012-12-31	$7,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$69,488
Contract administrator fees	2012-12-31	$28,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	CATLIN, LILLARD & CO. PC
Accountancy firm EIN	2012-12-31	752261362
2010 : LL ROBERTS GROUP RETIREMENT SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$244,236
Total income from all sources	2010-12-31	$381,968
Expenses. Total of all expenses incurred	2010-12-31	$212,385
Benefits paid (including direct rollovers)	2010-12-31	$193,361
Total plan assets at end of year	2010-12-31	$1,261,964
Total plan assets at beginning of year	2010-12-31	$848,145
Total contributions received or receivable from participants	2010-12-31	$187,018
Contributions received from other sources (not participants or employers)	2010-12-31	$31,689
Other income received	2010-12-31	$129,960
Net income (gross income less expenses)	2010-12-31	$169,583
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,261,964
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$848,145
Assets. Value of participant loans	2010-12-31	$3,332
Total contributions received or receivable from employer(s)	2010-12-31	$33,301
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$19,024
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for LL ROBERTS GROUP RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932020-000

Policy instance

Insurance contract or identification number	932020-000
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,158
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	LL ROBERTS GROUP
Employer identification number (EIN):	752962401
NAIC Classification:	541214
NAIC Description:	Payroll Services