401k Plan data: THE ROBERSON COMPANY RETIREMENT PLAN plan

THE ROBERSON COMPANY RETIREMENT PLAN 401k Plan overview

Plan Name	THE ROBERSON COMPANY RETIREMENT PLAN
Plan identification number	001

THE ROBERSON COMPANY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE ROBERSON COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE ROBERSON COMPANY

Employer identification number (EIN): 822918940

NAIC Classification: 339110

Additional information about THE ROBERSON COMPANY

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2017-09-22

Company Identification Number: 0802820143

Legal Registered Office Address: 1521 PAGEWYNNE DR

PLANO
United States of America (USA)
75093

More information about THE ROBERSON COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROBERSON COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-09-25 ERIC ROBERSON

Plan Statistics for THE ROBERSON COMPANY RETIREMENT PLAN

401k plan membership statisitcs for THE ROBERSON COMPANY RETIREMENT PLAN

Measure Date Value
2023: THE ROBERSON COMPANY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 13
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 13
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE ROBERSON COMPANY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 16
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 0
Total of all active and inactive participants 2022-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 16
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE ROBERSON COMPANY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 15
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 0
Total of all active and inactive participants 2021-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 15
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE ROBERSON COMPANY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 17
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 17
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE ROBERSON COMPANY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
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 0
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE ROBERSON COMPANY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE ROBERSON COMPANY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-25 2
Total number of active participants reported on line 7a of the Form 5500 2017-09-25 2
Number of retired or separated participants receiving benefits 2017-09-25 0
Number of other retired or separated participants entitled to future benefits 2017-09-25 0
Total of all active and inactive participants 2017-09-25 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-25 0
Total participants 2017-09-25 2
Number of participants with account balances 2017-09-25 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-25 0

Measure	Date	Value
2023: THE ROBERSON COMPANY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	13
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	13
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE ROBERSON COMPANY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	16
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	0
Total of all active and inactive participants	2022-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	16
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE ROBERSON COMPANY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	15
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	0
Total of all active and inactive participants	2021-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	15
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE ROBERSON COMPANY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	17
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	17
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE ROBERSON COMPANY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
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	0
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE ROBERSON COMPANY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE ROBERSON COMPANY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-25	2
Total number of active participants reported on line 7a of the Form 5500	2017-09-25	2
Number of retired or separated participants receiving benefits	2017-09-25	0
Number of other retired or separated participants entitled to future benefits	2017-09-25	0
Total of all active and inactive participants	2017-09-25	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-25	0
Total participants	2017-09-25	2
Number of participants with account balances	2017-09-25	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-25	0

Financial Data on THE ROBERSON COMPANY RETIREMENT PLAN

Measure	Date	Value
2023 : THE ROBERSON COMPANY RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$-181,211
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$465,972
Total plan assets at beginning of year	2023-12-31	$647,183
Value of fidelity bond covering the plan	2023-12-31	$90,000
Other income received	2023-12-31	$-181,211
Net income (gross income less expenses)	2023-12-31	$-181,211
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$465,972
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$647,183
Assets. Value of employer securities	2023-12-31	$465,972
2022 : THE ROBERSON COMPANY RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$258,873
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$647,183
Total plan assets at beginning of year	2022-12-31	$388,310
Value of fidelity bond covering the plan	2022-12-31	$50,000
Other income received	2022-12-31	$258,873
Net income (gross income less expenses)	2022-12-31	$258,873
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$647,183
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$388,310
Assets. Value of employer securities	2022-12-31	$647,183
2021 : THE ROBERSON COMPANY RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-207,099
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$388,310
Total plan assets at beginning of year	2021-12-31	$595,409
Value of fidelity bond covering the plan	2021-12-31	$50,000
Other income received	2021-12-31	$-207,099
Net income (gross income less expenses)	2021-12-31	$-207,099
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$388,310
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$595,409
Assets. Value of employer securities	2021-12-31	$388,310
2020 : THE ROBERSON COMPANY RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-388,310
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$595,409
Total plan assets at beginning of year	2020-12-31	$983,719
Value of fidelity bond covering the plan	2020-12-31	$50,000
Other income received	2020-12-31	$-388,310
Net income (gross income less expenses)	2020-12-31	$-388,310
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$595,409
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$983,719
Assets. Value of employer securities	2020-12-31	$595,409
2019 : THE ROBERSON COMPANY RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$607,840
Expenses. Total of all expenses incurred	2019-12-31	$15
Total plan assets at end of year	2019-12-31	$983,719
Total plan assets at beginning of year	2019-12-31	$375,894
Value of fidelity bond covering the plan	2019-12-31	$50,000
Contributions received from other sources (not participants or employers)	2019-12-31	$142,717
Other income received	2019-12-31	$465,123
Net income (gross income less expenses)	2019-12-31	$607,825
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$983,719
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$375,894
Assets. Value of employer securities	2019-12-31	$983,719
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15
2018 : THE ROBERSON COMPANY RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-44,223
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$375,894
Total plan assets at beginning of year	2018-12-31	$420,117
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-44,223
Net income (gross income less expenses)	2018-12-31	$-44,223
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$375,894
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$420,117
Assets. Value of employer securities	2018-12-31	$375,894
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : THE ROBERSON COMPANY RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$420,147
Expenses. Total of all expenses incurred	2017-12-31	$30
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$420,117
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$73,343
Other income received	2017-12-31	$346,804
Net income (gross income less expenses)	2017-12-31	$420,117
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$420,117
Assets. Value of employer securities	2017-12-31	$420,117
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$30

Form 5500 Responses for THE ROBERSON COMPANY RETIREMENT PLAN

2023: THE ROBERSON COMPANY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE ROBERSON COMPANY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
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: THE ROBERSON COMPANY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single 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: THE ROBERSON COMPANY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single 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: THE ROBERSON COMPANY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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: THE ROBERSON COMPANY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE ROBERSON COMPANY RETIREMENT PLAN 2017 form 5500 responses
2017-09-25	Type of plan entity	Single employer plan
2017-09-25	First time form 5500 has been submitted	Yes
2017-09-25	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-09-25	Plan funding arrangement – Trust	Yes
2017-09-25	Plan benefit arrangement - Trust	Yes

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Company Name:	THE ROBERSON COMPANY
Employer identification number (EIN):	822918940
NAIC Classification:	339110

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2017-09-22
Company Identification Number:	0802820143
Legal Registered Office Address:	1521 PAGEWYNNE DR PLANO United States of America (USA) 75093