Smith/Roberts & Associates, Inc. at 405 Massachusetts Ave STE 300, Indianapolis, In 46204 lists Roberts Vince A and Smith Thomas G of Indianapolis, IN.
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                                                            Faulkner Arthur L
                                                            Registered Agent
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                                                                                515 TOPSL BEACH BLVD # 307, DESTIN, FL 32550
                                                                        
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                                                            Roberts Vince A
                                                            President
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                                                                                405 MASSACHUSETTS AVE STE 300, INDIANAPOLIS, IN 46220
                                                                        
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                                                            Smith Thomas G
                                                            Vice President
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                                                                                405 MASSACHUSETTS AVE STE 300, INDIANAPOLIS, IN 46220
                                                                        
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                                                            405 MASSACHUSETTS AVE STE 300, INDIANAPOLIS, IN 46204
                                                            
                                                        
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSMITH/ROBERTS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,937,829 / $2,611,727 | 2022 | SMITH/ROBERTS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $2,937,829 / $2,611,727 | 
| 2022 | Plan NameSMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$432,875 / $778,137 | 2022 | SMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN - Plan #002 | 7 / 7 | $432,875 / $778,137 | 
| 2021 | Plan NameSMITH/ROBERTS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,440,570 / $2,937,829 | 2021 | SMITH/ROBERTS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $2,440,570 / $2,937,829 | 
| 2021 | Plan NameSMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$277,913 / $432,875 | 2021 | SMITH/ROBERTS & ASSOCIATES, INC. CASH BALANCE PLAN - Plan #002 | 7 / 7 | $277,913 / $432,875 | 
| 2021 | Plan NameSMITH ROBERTS & ASSOCIATES CBIN BENEFIT PLAN Plan #501 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $2,076 | 2021 | SMITH ROBERTS & ASSOCIATES CBIN BENEFIT PLAN - Plan #501 | 5 / 5 | $0 / $2,076 | 
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$133,400 Forgiven$134,803 LenderThe National Bank of Indianapolis Jobs6 | 04/27/2020 | $133,400 | $134,803 | The National Bank of Indianapolis | 6 | 
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                                    Smith/Roberts & Associates, Inc.
                                    Registered in North Dakota
                                 | Bismarck, ND Indianapolis, IN | View Report | 
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                                    Service Design Associates, Inc.
                                    Registered in North Dakota
                                 | Bismarck, ND Indianapolis, IN | View Report | |
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                                    Registered in Tennessee
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                                    Service Design Associates, Inc.
                                    Registered in Idaho
                                 | Indianapolis, IN | View Report | 
The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor U.S. Small Business Administration