BOB ROBERTS & COMPANY, INC. RETIREMENT PLAN
|
2023
|
630521810
|
2024-02-06
|
BOB ROBERTS & COMPANY, INC.
|
14
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-01-01
|
Business code |
238300
|
Sponsor’s telephone number |
2565473913
|
Plan sponsor’s mailing address |
P.O. BOX 265, GADSDEN, AL, 359020265
|
Plan sponsor’s
address |
2100 CLUB DRIVE, GADSDEN, AL, 359015571
|
Number of participants as of the end of the plan year
Active participants |
14 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
13 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
BOB ROBERTS & COMPANY, INC. RETIREMENT PLAN
|
2022
|
630521810
|
2023-02-14
|
BOB ROBERTS & COMPANY, INC.
|
14
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-01-01
|
Business code |
238300
|
Sponsor’s telephone number |
2565473913
|
Plan sponsor’s mailing address |
P.O. BOX 265, GADSDEN, AL, 359020265
|
Plan sponsor’s
address |
2100 CLUB DRIVE, GADSDEN, AL, 359015571
|
Number of participants as of the end of the plan year
Active participants |
14 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
13 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
BOB ROBERTS & COMPANY, INC. RETIREMENT PLAN
|
2022
|
630521810
|
2023-02-14
|
BOB ROBERTS & COMPANY, INC.
|
14
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-01-01
|
Business code |
238300
|
Sponsor’s telephone number |
2565473913
|
Plan sponsor’s mailing address |
P.O. BOX 265, GADSDEN, AL, 359020265
|
Plan sponsor’s
address |
2100 CLUB DRIVE, GADSDEN, AL, 359015571
|
Number of participants as of the end of the plan year
Active participants |
14 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
13 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
BOB ROBERTS & COMPANY, INC. RETIREMENT PLAN
|
2021
|
630521810
|
2022-01-27
|
BOB ROBERTS & COMPANY, INC.
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-01-01
|
Business code |
238300
|
Sponsor’s telephone number |
2565473913
|
Plan sponsor’s mailing address |
P.O. BOX 265, GADSDEN, AL, 359020265
|
Plan sponsor’s
address |
2100 CLUB DRIVE, GADSDEN, AL, 359015571
|
Number of participants as of the end of the plan year
Active participants |
13 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
1 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
13 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
BOB ROBERTS & COMPANY, INC. RETIREMENT PLAN
|
2020
|
630521810
|
2021-03-24
|
BOB ROBERTS & COMPANY, INC.
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-01-01
|
Business code |
238300
|
Sponsor’s telephone number |
2565473913
|
Plan sponsor’s mailing address |
P.O. BOX 265, GADSDEN, AL, 359020265
|
Plan sponsor’s
address |
2100 CLUB DRIVE, GADSDEN, AL, 359015571
|
Number of participants as of the end of the plan year
Active participants |
11 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
1 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
13 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
BOB ROBERTS & COMPANY, INC. RETIREMENT PLAN
|
2019
|
630521810
|
2020-02-13
|
BOB ROBERTS & COMPANY, INC.
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-01-01
|
Business code |
238300
|
Sponsor’s telephone number |
2565473913
|
Plan sponsor’s mailing address |
P.O. BOX 265, GADSDEN, AL, 359020265
|
Plan sponsor’s
address |
2100 CLUB DRIVE, GADSDEN, AL, 359015571
|
Number of participants as of the end of the plan year
Active participants |
11 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
3 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
15 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
BOB ROBERTS & COMPANY, INC. RETIREMENT PLAN
|
2018
|
630521810
|
2019-04-16
|
BOB ROBERTS & COMPANY, INC.
|
19
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-01-01
|
Business code |
238300
|
Sponsor’s telephone number |
2565473913
|
Plan sponsor’s mailing address |
P.O. BOX 265, GADSDEN, AL, 359020265
|
Plan sponsor’s
address |
2100 CLUB DRIVE, GADSDEN, AL, 359015571
|
Plan administrator’s name and address
Administrator’s EIN |
630521810 |
Plan administrator’s name |
BOB ROBERTS & COMPANY, INC. |
Plan administrator’s
address |
P.O. BOX 265, GADSDEN, AL, 359020265 |
Administrator’s telephone number |
2565473913 |
Number of participants as of the end of the plan year
Active participants |
13 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
2 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
15 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
2 |
|
BOB ROBERTS & COMPANY, INC. RETIREMENT PLAN
|
2017
|
630521810
|
2018-04-19
|
BOB ROBERTS & COMPANY, INC.
|
17
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-01-01
|
Business code |
238300
|
Sponsor’s telephone number |
2565473913
|
Plan sponsor’s mailing address |
P.O. BOX 265, GADSDEN, AL, 359020265
|
Plan sponsor’s
address |
2100 CLUB DRIVE, GADSDEN, AL, 359015571
|
Plan administrator’s name and address
Administrator’s EIN |
630521810 |
Plan administrator’s name |
BOB ROBERTS & COMPANY, INC. |
Plan administrator’s
address |
P.O. BOX 265, GADSDEN, AL, 359020265 |
Administrator’s telephone number |
2565473913 |
Number of participants as of the end of the plan year
Active participants |
13 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
4 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
17 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
2 |
|
BOB ROBERTS & COMPANY, INC. RETIREMENT PLAN
|
2016
|
630521810
|
2017-03-30
|
BOB ROBERTS & COMPANY, INC.
|
16
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-01-01
|
Business code |
238300
|
Sponsor’s telephone number |
2565473913
|
Plan sponsor’s mailing address |
P.O. BOX 265, GADSDEN, AL, 359020265
|
Plan sponsor’s
address |
2100 CLUB DRIVE, GADSDEN, AL, 359015571
|
Plan administrator’s name and address
Administrator’s EIN |
630521810 |
Plan administrator’s name |
BOB ROBERTS & COMPANY, INC. |
Plan administrator’s
address |
P.O. BOX 265, GADSDEN, AL, 359020265 |
Administrator’s telephone number |
2565473913 |
Number of participants as of the end of the plan year
Active participants |
15 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
1 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
16 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
|
BOB ROBERTS & COMPANY, INC. RETIREMENT PLAN
|
2015
|
630521810
|
2016-06-30
|
BOB ROBERTS & COMPANY, INC.
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2007-01-01
|
Business code |
238300
|
Sponsor’s telephone number |
2565473913
|
Plan sponsor’s mailing address |
P.O. BOX 265, GADSDEN, AL, 359020265
|
Plan sponsor’s
address |
2100 CLUB DRIVE, GADSDEN, AL, 359015571
|
Plan administrator’s name and address
Administrator’s EIN |
630521810 |
Plan administrator’s name |
BOB ROBERTS & COMPANY, INC. |
Plan administrator’s
address |
P.O. BOX 265, GADSDEN, AL, 359020265 |
Administrator’s telephone number |
2565473913 |
Number of participants as of the end of the plan year
Active participants |
14 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
2 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
16 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|