P 401(k) Plan Report

Stable plan record

ROBERTS & STEVENS, P. A. PROFIT SHARING PLAN & TRUST

Sponsored by ROBERTS & STEVENS, P.A. · EIN/PN 561476351-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$10,761
Administrative cost per participant
2025
$1,169
Active participants
2025
42
Total plan assets
2025
$27,077,355
Participant loans as a share of assets
2025
0.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260507085653NAL000279144100142$10,761
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.