ROBERTS FINANCIAL SERVICES, INC. is a California corporation, registered on February 17, 1978. It is based at 4427 E ANAHEIM ST, LONG BEACH, CA 90804, United States. The company is currently listed as suspended on the California register, is registered under company number 0839261 and carries EIN 261546525. Public records for the company include 1 SoS registration and 13 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | ROBERTS FINANCIAL SERVICES, INC. |
|---|---|
| Principal address | 4427 E ANAHEIM ST, LONG BEACH, CA 90804United States |
| Mailing address | 4427 E ANAHEIM ST, LONG BEACH, CA, 90804, US |
| Registration state | California |
| Status | Suspended |
| Registered | 17 February 1978 (over 48 years ago) |
| Dissolved | 1980-02-01 |
| Entity type | Corporation |
| Standing | not compliant |
| Company number | 0839261 |
| EIN | 261546525 |
| Employees (modeled) | ≈7 employees2025 |
| Source registry | California Secretary of State · updated 10 August 2026 |
| Public records |
| 1 SoS registration |
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| Est. revenue (modeled) | $4.8M2025 |
|---|
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| CaliforniaTHIS | ROBERTS FINANCIAL SERVICES, INC. | 1978-02-17 | — | — | Suspended | |
Filing ID 0839261 Jurisdiction Domestic · Corporation Principal address 4427 E ANAHEIM ST, LONG BEACH, CA 90804, United States Registered agent — Officers Not reported | ||||||
Browse the indexed registries by state, or look up any debtor name free, at UCC lien search.
Employee-benefit plan filings by ROBERTS FINANCIAL SERVICES, INC. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈7 · plan year 2025 |
|---|---|
| Est. annual revenue (modeled) | $4.8M |
| Retirement plan assets | $3.2M |
| Benefit plans | 401(k) plan on file |
| Filing history | 13 plan years filed, 2013–2025 |
| Sponsor EIN | 26-1546525 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2025 | ≈7 | 6 (6 active) | $3.2M | $4.8M | 401(k) | |
| 2024 | ≈7 | 6 (6 active) | $2.6M | $3.1M | 401(k) | |
| 2023 | ≈6 | 6 (5 active) | $1.7M | $2.6M | 401(k) | |
| 2022 | ≈7 | 6 (6 active) | $1.3M | $2.6M | 401(k) | |
| 2021 | ≈7 | 6 (6 active) | $1.3M | $2.3M | 401(k) | |
| 2020 | ≈6 | 5 (5 active) | $866,507 | $3.7M | 401(k) | |
| 2019 | ≈4 | 4 (4 active) | $563,984 | $2.6M | 401(k) | |
| 2018 | ≈6 | 5 (5 active) | $391,651 | $3.2M | 401(k) | |
| 2017 | ≈6 | 5 (5 active) | $403,343 | $3.3M | 401(k) | |
| 2016 | ≈4 | 4 (4 active) | $211,437 | $1.8M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| ROBERTS FINANCIAL SERVICES, INC 401(K) PLAN | — | — | — | |
| ROBERTS FINANCIAL SERVICES, INC 401(K) PLAN | — | — | — | |
| ROBERTS FINANCIAL SERVICES, INC. 401K | — | — | — | |
| ROBERTS FINANCIAL SERVICES, INC 401(K) PLAN | — | — | — | |
| ROBERTS FINANCIAL SERVICES, INC 401(K) PLAN | — | — | — | |
| ROBERTS FINANCIAL SERVICES, INC. 401K | — | — | — | |
| ROBERTS FINANCIAL SERVICES, INC 401(K) PLAN | — | — | — | |
| ROBERTS FINANCIAL SERVICES, INC 401(K) PLAN | — | — | — | |
| ROBERTS FINANCIAL SERVICES, INC 401(K) PLAN | — | — | — | |
| ROBERTS FINANCIAL SERVICES, INC 401(K) PLAN | — | — | — | |
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Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-08-13. Document getpalm-companies/6138-9161-7324.