401k Plan data: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO plan

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

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

PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO Benefits

401k Plan Type	Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 STEPHEN ROBERTO STEPHEN ROBERTO 2019-07-02
001 2017-01-01 STEPHEN ROBERTO STEPHEN ROBERTO 2018-05-15
001 2016-01-01 STEPHEN ROBERTO STEPHEN ROBERTO 2017-06-01
001 2015-01-01 STEPHEN ROBERTO STEPHEN ROBERTO 2016-06-09
001 2014-01-01 STEPHEN ROBERTO STEPHEN ROBERTO 2015-06-14
001 2013-01-01 STEPHEN ROBERTO STEPHEN ROBERTO 2014-06-29
001 2012-01-01 STEPHEN ROBERTO STEPHEN ROBERTO 2013-06-05
001 2011-01-01 STEPHEN ROBERTO
001 2009-01-01 STEPHEN ROBERTO 2010-07-05
001 2009-01-01 STEPHEN ROBERTO

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	STEPHEN ROBERTO	STEPHEN ROBERTO	2019-07-02
001	2017-01-01	STEPHEN ROBERTO	STEPHEN ROBERTO	2018-05-15
001	2016-01-01	STEPHEN ROBERTO	STEPHEN ROBERTO	2017-06-01
001	2015-01-01	STEPHEN ROBERTO	STEPHEN ROBERTO	2016-06-09
001	2014-01-01	STEPHEN ROBERTO	STEPHEN ROBERTO	2015-06-14
001	2013-01-01	STEPHEN ROBERTO	STEPHEN ROBERTO	2014-06-29
001	2012-01-01	STEPHEN ROBERTO	STEPHEN ROBERTO	2013-06-05
001	2011-01-01	STEPHEN ROBERTO
001	2009-01-01		STEPHEN ROBERTO	2010-07-05
001	2009-01-01	STEPHEN ROBERTO

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 sources	2019-12-31	$36,357
Expenses. Total of all expenses incurred	2019-12-31	$188,941
Benefits paid (including direct rollovers)	2019-12-31	$188,941
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$152,584
Value of fidelity bond covering the plan	2019-12-31	$20,000
Other income received	2019-12-31	$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 sources	2018-12-31	$-8,628
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$152,584
Total plan assets at beginning of year	2018-12-31	$161,212
Value of fidelity bond covering the plan	2018-12-31	$20,000
Other income received	2018-12-31	$-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 sources	2017-12-31	$26,966
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$161,212
Total plan assets at beginning of year	2017-12-31	$134,246
Value of fidelity bond covering the plan	2017-12-31	$20,000
Other income received	2017-12-31	$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 sources	2016-12-31	$9,789
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$134,246
Total plan assets at beginning of year	2016-12-31	$124,457
Value of fidelity bond covering the plan	2016-12-31	$20,000
Other income received	2016-12-31	$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 sources	2015-12-31	$4,196
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$124,457
Total plan assets at beginning of year	2015-12-31	$120,261
Value of fidelity bond covering the plan	2015-12-31	$20,000
Other income received	2015-12-31	$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 sources	2014-12-31	$12,545
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$120,261
Total plan assets at beginning of year	2014-12-31	$107,716
Value of fidelity bond covering the plan	2014-12-31	$20,000
Other income received	2014-12-31	$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 sources	2013-12-31	$27,375
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$107,716
Total plan assets at beginning of year	2013-12-31	$80,341
Value of fidelity bond covering the plan	2013-12-31	$20,000
Other income received	2013-12-31	$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 sources	2012-12-31	$10,595
Total plan assets at end of year	2012-12-31	$80,341
Total plan assets at beginning of year	2012-12-31	$69,746
Value of fidelity bond covering the plan	2012-12-31	$20,000
Other income received	2012-12-31	$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 sources	2011-12-31	$9,419
Total plan assets at end of year	2011-12-31	$69,746
Total plan assets at beginning of year	2011-12-31	$60,327
Value of fidelity bond covering the plan	2011-12-31	$20,000
Other income received	2011-12-31	$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 sources	2010-12-31	$719
Total plan assets at end of year	2010-12-31	$60,327
Total plan assets at beginning of year	2010-12-31	$59,608
Value of fidelity bond covering the plan	2010-12-31	$20,000
Other income received	2010-12-31	$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
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING KEOGH FOR THE BENEFIT OF STEPHEN ROBERTO 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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