401k Plan data: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN plan

ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan Name	ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN
Plan identification number	001

ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ROBERTSON, MONAGLE, & EASTAUGH PC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERTSON, MONAGLE, & EASTAUGH PC.

Employer identification number (EIN): 920055572

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRADLEY GILMAN
001 2016-01-01 BRADLEY GILMAN
001 2015-01-01 BRADLEY GILMAN
001 2014-01-01 BRADLEY GILMAN
001 2013-01-01 BRADLEY GILMAN
001 2012-01-01 BRADLEY GILMAN BRADLEY GILMAN 2013-05-31
001 2011-01-01 BRADLEY GILMAN
001 2009-01-01 JACKIE CHOU

Plan Statistics for ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN

Measure Date Value
2020: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Total of all active and inactive participants 2019-01-01 10
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 3
2018: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 1
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
2017: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 1
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
2015: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 1
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
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 1
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Total of all active and inactive participants	2019-01-01	10
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	3
2018: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	1
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
2017: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	1
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
2015: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	1
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
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	1
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN

Measure	Date	Value
2020 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-10-12	$0
Total plan liabilities at end of year	2020-10-12	$0
Total plan liabilities at beginning of year	2020-10-12	$0
Total income from all sources	2020-10-12	$529,229
Expenses. Total of all expenses incurred	2020-10-12	$9,489,197
Benefits paid (including direct rollovers)	2020-10-12	$9,489,033
Total plan assets at end of year	2020-10-12	$0
Total plan assets at beginning of year	2020-10-12	$8,959,968
Value of fidelity bond covering the plan	2020-10-12	$500,000
Total contributions received or receivable from participants	2020-10-12	$51,999
Expenses. Other expenses not covered elsewhere	2020-10-12	$0
Contributions received from other sources (not participants or employers)	2020-10-12	$0
Other income received	2020-10-12	$429,229
Noncash contributions received	2020-10-12	$0
Net income (gross income less expenses)	2020-10-12	$-8,959,968
Net plan assets at end of year (total assets less liabilities)	2020-10-12	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-10-12	$8,959,968
Total contributions received or receivable from employer(s)	2020-10-12	$48,001
Value of certain deemed distributions of participant loans	2020-10-12	$0
Value of corrective distributions	2020-10-12	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-12	$164
2019 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,625,661
Expenses. Total of all expenses incurred	2019-12-31	$316,109
Benefits paid (including direct rollovers)	2019-12-31	$315,874
Total plan assets at end of year	2019-12-31	$8,959,968
Total plan assets at beginning of year	2019-12-31	$7,650,416
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$26,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,452,661
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,309,552
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,959,968
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,650,416
Total contributions received or receivable from employer(s)	2019-12-31	$147,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$235
2018 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-120,675
Expenses. Total of all expenses incurred	2018-12-31	$128
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$7,650,416
Total plan assets at beginning of year	2018-12-31	$7,771,219
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$31,050
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-303,600
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-120,803
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,650,416
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,771,219
Total contributions received or receivable from employer(s)	2018-12-31	$151,875
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$128
2017 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,108,524
Expenses. Total of all expenses incurred	2017-12-31	$128
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$7,771,219
Total plan assets at beginning of year	2017-12-31	$6,662,823
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$45,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$928,524
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,108,396
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,771,219
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,662,823
Total contributions received or receivable from employer(s)	2017-12-31	$135,000
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$128
2016 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$557,500
Expenses. Total of all expenses incurred	2016-12-31	$128
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$6,662,823
Total plan assets at beginning of year	2016-12-31	$6,105,451
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$43,450
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$384,450
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$557,372
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,662,823
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,105,451
Total contributions received or receivable from employer(s)	2016-12-31	$129,600
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$128
2015 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$235,128
Expenses. Total of all expenses incurred	2015-12-31	$19,540
Benefits paid (including direct rollovers)	2015-12-31	$19,405
Total plan assets at end of year	2015-12-31	$6,105,451
Total plan assets at beginning of year	2015-12-31	$5,889,863
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$44,825
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$66,703
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$215,588
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,105,451
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,889,863
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$123,600
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$135
2014 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$534,391
Expenses. Total of all expenses incurred	2014-12-31	$156
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$5,889,863
Total plan assets at beginning of year	2014-12-31	$5,355,628
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$52,525
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$366,666
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$534,235
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,889,863
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,355,628
Total contributions received or receivable from employer(s)	2014-12-31	$115,200
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$156
2013 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$839,138
Expenses. Total of all expenses incurred	2013-12-31	$642
Benefits paid (including direct rollovers)	2013-12-31	$508
Total plan assets at end of year	2013-12-31	$5,355,628
Total plan assets at beginning of year	2013-12-31	$4,517,132
Value of fidelity bond covering the plan	2013-12-31	$450,000
Total contributions received or receivable from participants	2013-12-31	$56,700
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$669,638
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$838,496
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,355,628
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,517,132
Total contributions received or receivable from employer(s)	2013-12-31	$112,800
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$134
2012 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$722,418
Expenses. Total of all expenses incurred	2012-12-31	$249,903
Benefits paid (including direct rollovers)	2012-12-31	$233,472
Total plan assets at end of year	2012-12-31	$4,517,132
Total plan assets at beginning of year	2012-12-31	$4,044,617
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$48,375
Other income received	2012-12-31	$543,459
Net income (gross income less expenses)	2012-12-31	$472,515
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,517,132
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,044,617
Total contributions received or receivable from employer(s)	2012-12-31	$130,584
Value of corrective distributions	2012-12-31	$16,368
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$63
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$330,919
Expenses. Total of all expenses incurred	2011-12-31	$5,502,719
Benefits paid (including direct rollovers)	2011-12-31	$5,501,500
Total plan assets at end of year	2011-12-31	$4,044,617
Total plan assets at beginning of year	2011-12-31	$9,216,417
Value of fidelity bond covering the plan	2011-12-31	$450,000
Total contributions received or receivable from participants	2011-12-31	$77,300
Other income received	2011-12-31	$149,808
Net income (gross income less expenses)	2011-12-31	$-5,171,800
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,044,617
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$9,216,417
Total contributions received or receivable from employer(s)	2011-12-31	$103,811
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,219
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,096,299
Expenses. Total of all expenses incurred	2010-12-31	$1,730,739
Benefits paid (including direct rollovers)	2010-12-31	$1,726,547
Total plan assets at end of year	2010-12-31	$9,216,417
Total plan assets at beginning of year	2010-12-31	$9,850,857
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$111,400
Other income received	2010-12-31	$878,006
Net income (gross income less expenses)	2010-12-31	$-634,440
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$9,216,417
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$9,850,857
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$106,893
Value of certain deemed distributions of participant loans	2010-12-31	$4,086
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN

2020: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) 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	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) 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: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single 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: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single 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: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single 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: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single 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: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERTSON, MONAGLE, & EASTAUGH PC PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERTSON, MONAGLE, & EASTAUGH PC.
Employer identification number (EIN):	920055572
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers