Original filing (PDF)20250905165519NAL0017324801001

HUGH B. ROBERTS

Name: HUGH B. ROBERTS — HUGH B. ROBERTS EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: HUGH B. ROBERTS

Form 5500-SF

FILING_RECEIVED

HUGH B. ROBERTS EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUGH B. ROBERTS.

Plan sponsor

Name

HUGH B. ROBERTS

EIN

95-4114466

Address

21800 BURBANK BLVD., SUITE 200 · WOODLAND HILLS, CA · 913677451

Phone

(818) 702-0889

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

EAST TENNESSEE INSURANCE, LLC

EAST TENNESSEE INSURANCE, LLC 401(K) PLAN

$1.8M · 7 participants

PINNACLE ALLIANCE LLC

PINNACLE ALLIANCE LLC 401(K) PLAN

$1.8M · 5 participants

DOMINION INSURANCE SERVICES INC

$1.8M · 29 participants

KATHY LANDERS

KATHY LANDERS 401(K) PLAN

$1.8M · 4 participants

S.P.I.B. INSURANCE AGENCY, INC.

SUN PACIFIC/S.P.I.B. EMPLOYEES' 401(K) PLAN

$1.8M · 18 participants