How big is Sharon V Roberts' plan?

Sharon V Roberts' plan reported $78 in assets and 4 participants for 2024.

Original filing (PDF)20250903232909NAL0026599856001

Sharon V Roberts

Name: Sharon V Roberts — Sharon V Roberts 401(k) Profit, Form 5500 (2024)
Creator: Sharon V Roberts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sharon V Roberts 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sharon V Roberts' Sharon V Roberts 401(k) Profit Sharing Plan & Trust held $78 in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$78

Net assets (EOY)

$78

People on this filing

Sharon Virginia Roberts signed Sharon V Roberts' 2024 Form 5500 as plan administrator.

Sharon Virginia Roberts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sharon V Roberts' EIN is 26-3287103.

EIN 26-3287103

Plan number 001

Plan year 2024

ACK ID 20250903232909NAL0026599856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sharon V Roberts from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sharon V Roberts' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score