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ROBERT R. SERPE, PC PROFIT SHARNG PLAN 401k Plan overview

Plan NameROBERT R. SERPE, PC PROFIT SHARNG PLAN
Plan identification number 002

ROBERT R. SERPE, PC PROFIT SHARNG PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

ROBERT R. SERPE, PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT R. SERPE, PC
Employer identification number (EIN):112504444
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R. SERPE, PC PROFIT SHARNG PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022022-01-01BRITT VAN SCHAICK SERPE
0022021-01-01
0022021-01-01BRITT VAN SCHAIK SERPE
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBERT R. SERPE
0022016-01-01ROBERT R. SERPE
0022015-01-01ROBERT R. SERPE
0022014-01-01ROBERT R. SERPE
0022011-01-01ROBERT R SERPE
0022010-01-01ROBERT R SERPE
0022009-01-01ROBERT R SERPE

Financial Data on ROBERT R. SERPE, PC PROFIT SHARNG PLAN

Measure Date Value
2022 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2022 401k financial data
Total income from all sources2022-12-31$42,004
Expenses. Total of all expenses incurred2022-12-31$53,566
Benefits paid (including direct rollovers)2022-12-31$49,000
Total plan assets at end of year2022-12-31$698,945
Total plan assets at beginning of year2022-12-31$710,507
Assets. Value of loans (other than to participants)2022-12-31$460,000
Expenses. Other expenses not covered elsewhere2022-12-31$4,566
Other income received2022-12-31$42,004
Net income (gross income less expenses)2022-12-31$-11,562
Net plan assets at end of year (total assets less liabilities)2022-12-31$698,945
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$710,507
Assets. Value of real-estate (other than employer real property)2022-12-31$225,000
2021 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2021 401k financial data
Total income from all sources2021-12-31$46,004
Expenses. Total of all expenses incurred2021-12-31$35,545
Benefits paid (including direct rollovers)2021-12-31$31,000
Total plan assets at end of year2021-12-31$710,507
Total plan assets at beginning of year2021-12-31$700,048
Expenses. Other expenses not covered elsewhere2021-12-31$4,545
Other income received2021-12-31$46,004
Net income (gross income less expenses)2021-12-31$10,459
Net plan assets at end of year (total assets less liabilities)2021-12-31$710,507
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$700,048
2020 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2020 401k financial data
Total income from all sources2020-12-31$28,259
Expenses. Total of all expenses incurred2020-12-31$256,994
Benefits paid (including direct rollovers)2020-12-31$253,000
Total plan assets at end of year2020-12-31$700,048
Total plan assets at beginning of year2020-12-31$928,783
Expenses. Other expenses not covered elsewhere2020-12-31$3,994
Other income received2020-12-31$28,259
Net income (gross income less expenses)2020-12-31$-228,735
Net plan assets at end of year (total assets less liabilities)2020-12-31$700,048
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$928,783
2019 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2019 401k financial data
Total income from all sources2019-12-31$45,703
Expenses. Total of all expenses incurred2019-12-31$3,530
Total plan assets at end of year2019-12-31$928,783
Total plan assets at beginning of year2019-12-31$886,610
Assets. Value of loans (other than to participants)2019-12-31$460,000
Expenses. Other expenses not covered elsewhere2019-12-31$3,530
Other income received2019-12-31$45,703
Net income (gross income less expenses)2019-12-31$42,173
Net plan assets at end of year (total assets less liabilities)2019-12-31$928,783
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$886,610
Assets. Value of real-estate (other than employer real property)2019-12-31$225,000
2018 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2018 401k financial data
Total income from all sources2018-12-31$-398,217
Expenses. Total of all expenses incurred2018-12-31$137,534
Benefits paid (including direct rollovers)2018-12-31$128,129
Total plan assets at end of year2018-12-31$661,610
Total plan assets at beginning of year2018-12-31$1,197,361
Expenses. Other expenses not covered elsewhere2018-12-31$9,405
Other income received2018-12-31$-398,217
Net income (gross income less expenses)2018-12-31$-535,751
Net plan assets at end of year (total assets less liabilities)2018-12-31$661,610
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,197,361
Assets. Value of real-estate (other than employer real property)2018-12-31$225,000
2017 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2017 401k financial data
Total income from all sources2017-12-31$84,769
Expenses. Total of all expenses incurred2017-12-31$94,175
Benefits paid (including direct rollovers)2017-12-31$90,000
Total plan assets at end of year2017-12-31$1,197,361
Total plan assets at beginning of year2017-12-31$1,206,767
Expenses. Other expenses not covered elsewhere2017-12-31$4,175
Other income received2017-12-31$84,769
Net income (gross income less expenses)2017-12-31$-9,406
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,197,361
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,206,767
2016 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2016 401k financial data
Total income from all sources2016-12-31$71,822
Expenses. Total of all expenses incurred2016-12-31$166,555
Benefits paid (including direct rollovers)2016-12-31$80,000
Total plan assets at end of year2016-12-31$1,206,767
Total plan assets at beginning of year2016-12-31$1,301,500
Expenses. Other expenses not covered elsewhere2016-12-31$86,555
Other income received2016-12-31$71,822
Net income (gross income less expenses)2016-12-31$-94,733
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,206,767
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,301,500
2015 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2015 401k financial data
Total income from all sources2015-12-31$105,310
Expenses. Total of all expenses incurred2015-12-31$103,870
Benefits paid (including direct rollovers)2015-12-31$70,000
Total plan assets at end of year2015-12-31$1,301,500
Total plan assets at beginning of year2015-12-31$1,300,060
Expenses. Other expenses not covered elsewhere2015-12-31$33,870
Other income received2015-12-31$105,310
Net income (gross income less expenses)2015-12-31$1,440
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,301,500
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,300,060
2014 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2014 401k financial data
Total income from all sources2014-12-31$129,604
Expenses. Total of all expenses incurred2014-12-31$103,684
Benefits paid (including direct rollovers)2014-12-31$70,000
Total plan assets at end of year2014-12-31$1,300,060
Total plan assets at beginning of year2014-12-31$1,274,140
Expenses. Other expenses not covered elsewhere2014-12-31$33,684
Other income received2014-12-31$129,604
Net income (gross income less expenses)2014-12-31$25,920
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,300,060
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,274,140
2011 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2011 401k financial data
Total income from all sources2011-12-31$100,785
Expenses. Total of all expenses incurred2011-12-31$78,190
Benefits paid (including direct rollovers)2011-12-31$60,000
Total plan assets at end of year2011-12-31$1,272,178
Total plan assets at beginning of year2011-12-31$1,249,583
Expenses. Other expenses not covered elsewhere2011-12-31$18,190
Other income received2011-12-31$100,785
Net income (gross income less expenses)2011-12-31$22,595
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,272,178
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,249,583
2010 : ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2010 401k financial data
Total income from all sources2010-12-31$75,843
Expenses. Total of all expenses incurred2010-12-31$73,212
Benefits paid (including direct rollovers)2010-12-31$65,000
Total plan assets at end of year2010-12-31$1,249,583
Total plan assets at beginning of year2010-12-31$1,246,952
Expenses. Other expenses not covered elsewhere2010-12-31$8,212
Other income received2010-12-31$75,843
Net income (gross income less expenses)2010-12-31$2,631
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,249,583
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,246,952

Form 5500 Responses for ROBERT R. SERPE, PC PROFIT SHARNG PLAN

2022: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2011: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT R. SERPE, PC PROFIT SHARNG PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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