?>
Logo

PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 401k Plan overview

Plan NamePROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO
Plan identification number 001

PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

STEPHEN ROBERTO has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN ROBERTO
Employer identification number (EIN):043282860
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01STEPHEN ROBERTO STEPHEN ROBERTO2019-07-02
0012017-01-01STEPHEN ROBERTO STEPHEN ROBERTO2018-05-15
0012016-01-01STEPHEN ROBERTO STEPHEN ROBERTO2017-06-01
0012015-01-01STEPHEN ROBERTO STEPHEN ROBERTO2016-06-09
0012014-01-01STEPHEN ROBERTO STEPHEN ROBERTO2015-06-14
0012013-01-01STEPHEN ROBERTO STEPHEN ROBERTO2014-06-29
0012012-01-01STEPHEN ROBERTO STEPHEN ROBERTO2013-06-05
0012011-01-01STEPHEN ROBERTO
0012009-01-01 STEPHEN ROBERTO2010-07-05
0012009-01-01STEPHEN ROBERTO

Plan Statistics for PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO

401k plan membership statisitcs for PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO

Measure Date Value
2019: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO

Measure Date Value
2019 : PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2019 401k financial data
Total income from all sources2019-12-31$36,357
Expenses. Total of all expenses incurred2019-12-31$188,941
Benefits paid (including direct rollovers)2019-12-31$188,941
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$152,584
Value of fidelity bond covering the plan2019-12-31$20,000
Other income received2019-12-31$36,357
Net income (gross income less expenses)2019-12-31$-152,584
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$152,584
2018 : PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2018 401k financial data
Total income from all sources2018-12-31$-8,628
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$152,584
Total plan assets at beginning of year2018-12-31$161,212
Value of fidelity bond covering the plan2018-12-31$20,000
Other income received2018-12-31$-8,628
Net income (gross income less expenses)2018-12-31$-8,628
Net plan assets at end of year (total assets less liabilities)2018-12-31$152,584
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$161,212
2017 : PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2017 401k financial data
Total income from all sources2017-12-31$26,966
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$161,212
Total plan assets at beginning of year2017-12-31$134,246
Value of fidelity bond covering the plan2017-12-31$20,000
Other income received2017-12-31$26,966
Net income (gross income less expenses)2017-12-31$26,966
Net plan assets at end of year (total assets less liabilities)2017-12-31$161,212
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$134,246
2016 : PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2016 401k financial data
Total income from all sources2016-12-31$9,789
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$134,246
Total plan assets at beginning of year2016-12-31$124,457
Value of fidelity bond covering the plan2016-12-31$20,000
Other income received2016-12-31$9,789
Net income (gross income less expenses)2016-12-31$9,789
Net plan assets at end of year (total assets less liabilities)2016-12-31$134,246
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$124,457
2015 : PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2015 401k financial data
Total income from all sources2015-12-31$4,196
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$124,457
Total plan assets at beginning of year2015-12-31$120,261
Value of fidelity bond covering the plan2015-12-31$20,000
Other income received2015-12-31$4,196
Net income (gross income less expenses)2015-12-31$4,196
Net plan assets at end of year (total assets less liabilities)2015-12-31$124,457
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$120,261
2014 : PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2014 401k financial data
Total income from all sources2014-12-31$12,545
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$120,261
Total plan assets at beginning of year2014-12-31$107,716
Value of fidelity bond covering the plan2014-12-31$20,000
Other income received2014-12-31$12,545
Net income (gross income less expenses)2014-12-31$12,545
Net plan assets at end of year (total assets less liabilities)2014-12-31$120,261
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$107,716
2013 : PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2013 401k financial data
Total income from all sources2013-12-31$27,375
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$107,716
Total plan assets at beginning of year2013-12-31$80,341
Value of fidelity bond covering the plan2013-12-31$20,000
Other income received2013-12-31$27,375
Net income (gross income less expenses)2013-12-31$27,375
Net plan assets at end of year (total assets less liabilities)2013-12-31$107,716
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$80,341
2012 : PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2012 401k financial data
Total income from all sources2012-12-31$10,595
Total plan assets at end of year2012-12-31$80,341
Total plan assets at beginning of year2012-12-31$69,746
Value of fidelity bond covering the plan2012-12-31$20,000
Other income received2012-12-31$10,595
Net income (gross income less expenses)2012-12-31$10,595
Net plan assets at end of year (total assets less liabilities)2012-12-31$80,341
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$69,746
2011 : PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2011 401k financial data
Total income from all sources2011-12-31$9,419
Total plan assets at end of year2011-12-31$69,746
Total plan assets at beginning of year2011-12-31$60,327
Value of fidelity bond covering the plan2011-12-31$20,000
Other income received2011-12-31$9,419
Net income (gross income less expenses)2011-12-31$9,419
Net plan assets at end of year (total assets less liabilities)2011-12-31$69,746
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$60,327
2010 : PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2010 401k financial data
Total income from all sources2010-12-31$719
Total plan assets at end of year2010-12-31$60,327
Total plan assets at beginning of year2010-12-31$59,608
Value of fidelity bond covering the plan2010-12-31$20,000
Other income received2010-12-31$719
Net income (gross income less expenses)2010-12-31$719
Net plan assets at end of year (total assets less liabilities)2010-12-31$60,327
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$59,608

Form 5500 Responses for PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO

2019: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3