ROBERT J. SPONTAK CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J. SPONTAK MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2019 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $15,918 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $72,648 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $71,630 |
| Total plan assets at end of year | 2019-12-31 | $16,829 |
| Total plan assets at beginning of year | 2019-12-31 | $73,559 |
| Other income received | 2019-12-31 | $15,918 |
| Net income (gross income less expenses) | 2019-12-31 | $-56,730 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $16,829 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $73,559 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,018 |
| 2018 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $42,727 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $94,230 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $94,230 |
| Total plan assets at end of year | 2018-12-31 | $73,559 |
| Total plan assets at beginning of year | 2018-12-31 | $125,062 |
| Other income received | 2018-12-31 | $42,727 |
| Net income (gross income less expenses) | 2018-12-31 | $-51,503 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $73,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $125,062 |
| 2017 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $18,706 |
| Total plan assets at end of year | 2017-12-31 | $125,062 |
| Total plan assets at beginning of year | 2017-12-31 | $106,356 |
| Other income received | 2017-12-31 | $18,706 |
| Net income (gross income less expenses) | 2017-12-31 | $18,706 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $125,062 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $106,356 |
| 2016 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $13,075 |
| Total plan assets at end of year | 2016-12-31 | $106,356 |
| Total plan assets at beginning of year | 2016-12-31 | $93,281 |
| Other income received | 2016-12-31 | $13,075 |
| Net income (gross income less expenses) | 2016-12-31 | $13,075 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $106,356 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $93,281 |
| 2015 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-15,758 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $255 |
| Total plan assets at end of year | 2015-12-31 | $93,281 |
| Total plan assets at beginning of year | 2015-12-31 | $109,294 |
| Other income received | 2015-12-31 | $-15,758 |
| Net income (gross income less expenses) | 2015-12-31 | $-16,013 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $93,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $109,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $255 |
| 2014 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $11,277 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $17,379 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $17,000 |
| Total plan assets at end of year | 2014-12-31 | $109,294 |
| Total plan assets at beginning of year | 2014-12-31 | $115,396 |
| Other income received | 2014-12-31 | $11,277 |
| Net income (gross income less expenses) | 2014-12-31 | $-6,102 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $109,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $115,396 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $379 |
| 2013 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $4,205 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $399 |
| Total plan assets at end of year | 2013-12-31 | $115,396 |
| Total plan assets at beginning of year | 2013-12-31 | $111,590 |
| Other income received | 2013-12-31 | $4,205 |
| Net income (gross income less expenses) | 2013-12-31 | $3,806 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $115,396 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $111,590 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $399 |
| 2012 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $16,542 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $429 |
| Total plan assets at end of year | 2012-12-31 | $111,590 |
| Total plan assets at beginning of year | 2012-12-31 | $95,477 |
| Other income received | 2012-12-31 | $16,542 |
| Net income (gross income less expenses) | 2012-12-31 | $16,113 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $111,590 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $95,477 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $429 |
| 2011 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-21,275 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $496 |
| Total plan assets at end of year | 2011-12-31 | $95,477 |
| Total plan assets at beginning of year | 2011-12-31 | $117,248 |
| Other income received | 2011-12-31 | $-21,275 |
| Net income (gross income less expenses) | 2011-12-31 | $-21,771 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $95,477 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $117,248 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $496 |
| 2010 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $21,774 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $350 |
| Total plan assets at end of year | 2010-12-31 | $117,248 |
| Total plan assets at beginning of year | 2010-12-31 | $95,824 |
| Other income received | 2010-12-31 | $21,774 |
| Net income (gross income less expenses) | 2010-12-31 | $21,424 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $117,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $95,824 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $350 |
| 2019: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT J. SPONTAK MONEY PURCHASE PLAN 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: ROBERT J. SPONTAK MONEY PURCHASE PLAN 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: ROBERT J. SPONTAK MONEY PURCHASE PLAN 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: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 |
