ROBERT R. SERPE, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT R. SERPE, PC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : ROBERT R. SERPE, PC PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,149,531 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $354,128 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $350,000 |
| Total plan assets at end of year | 2023-12-31 | $1,494,348 |
| Total plan assets at beginning of year | 2023-12-31 | $698,945 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $160,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $4,128 |
| Other income received | 2023-12-31 | $1,149,531 |
| Net income (gross income less expenses) | 2023-12-31 | $795,403 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,494,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $698,945 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $1,325,000 |
| 2022 : ROBERT R. SERPE, PC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $42,004 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $53,566 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $49,000 |
| Total plan assets at end of year | 2022-12-31 | $698,945 |
| Total plan assets at beginning of year | 2022-12-31 | $710,507 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $460,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $4,566 |
| Other income received | 2022-12-31 | $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 SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $46,004 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $35,545 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $31,000 |
| Total plan assets at end of year | 2021-12-31 | $710,507 |
| Total plan assets at beginning of year | 2021-12-31 | $700,048 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $460,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $4,545 |
| Other income received | 2021-12-31 | $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 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $225,000 |
| 2020 : ROBERT R. SERPE, PC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $28,259 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $256,994 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $253,000 |
| Total plan assets at end of year | 2020-12-31 | $700,048 |
| Total plan assets at beginning of year | 2020-12-31 | $928,783 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $460,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $3,994 |
| Other income received | 2020-12-31 | $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 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $225,000 |
| 2019 : ROBERT R. SERPE, PC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $45,703 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,530 |
| Total plan assets at end of year | 2019-12-31 | $928,783 |
| Total plan assets at beginning of year | 2019-12-31 | $886,610 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $460,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $3,530 |
| Other income received | 2019-12-31 | $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 |
| 2023: ROBERT R. SERPE, PC PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ROBERT R. SERPE, PC PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | Yes |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ROBERT R. SERPE, PC PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | Yes |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ROBERT R. SERPE, PC PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | Yes |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ROBERT R. SERPE, PC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | This submission is the final filing | No |
| 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 |
