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ROBERT J. SPONTAK MONEY PURCHASE PLAN 401k Plan overview

Plan NameROBERT J. SPONTAK MONEY PURCHASE PLAN
Plan identification number 002

ROBERT J. SPONTAK MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT J. SPONTAK CPA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. SPONTAK CPA
Employer identification number (EIN):112781473
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. SPONTAK MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01ROBERT J. SPONTAK ROBERT J. SPONTAK2018-10-15
0022016-01-01ROBERT J. SPONTAK ROBERT J. SPONTAK2017-10-16
0022015-01-01ROBERT J. SPONTAK ROBERT J. SPONTAK2016-10-15
0022014-01-01ROBERT J. SPONTAK ROBERT J. SPONTAK2015-10-15
0022013-01-01ROBERT SPONTAK ROBERT SPONTAK2014-10-15
0022012-01-01ROBERT SPONTAK
0022011-01-01ROBERT SPONTAK ROBERT SPONTAK2012-10-15
0022009-01-01ROBERT SPONTAK ROBERT SPONTAK2010-10-15
0022009-01-01ROBERT SPONTAK ROBERT SPONTAK2010-10-15
0022009-01-01 ROBERT SPONTAK2010-10-15
0022009-01-01 ROBERT SPONTAK2010-10-15
0022009-01-01ROBERT SPONTAK ROBERT SPONTAK2010-10-15
0022009-01-01ROBERT SPONTAK
0022009-01-01ROBERT SPONTAK
0022009-01-01ROBERT SPONTAK ROBERT SPONTAK2010-10-15

Plan Statistics for ROBERT J. SPONTAK MONEY PURCHASE PLAN

401k plan membership statisitcs for ROBERT J. SPONTAK MONEY PURCHASE PLAN

Measure Date Value
2019: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
2009: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ROBERT J. SPONTAK MONEY PURCHASE PLAN

Measure Date Value
2019 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$15,918
Expenses. Total of all expenses incurred2019-12-31$72,648
Benefits paid (including direct rollovers)2019-12-31$71,630
Total plan assets at end of year2019-12-31$16,829
Total plan assets at beginning of year2019-12-31$73,559
Other income received2019-12-31$15,918
Net income (gross income less expenses)2019-12-31$-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 sources2018-12-31$42,727
Expenses. Total of all expenses incurred2018-12-31$94,230
Benefits paid (including direct rollovers)2018-12-31$94,230
Total plan assets at end of year2018-12-31$73,559
Total plan assets at beginning of year2018-12-31$125,062
Other income received2018-12-31$42,727
Net income (gross income less expenses)2018-12-31$-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 sources2017-12-31$18,706
Total plan assets at end of year2017-12-31$125,062
Total plan assets at beginning of year2017-12-31$106,356
Other income received2017-12-31$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 sources2016-12-31$13,075
Total plan assets at end of year2016-12-31$106,356
Total plan assets at beginning of year2016-12-31$93,281
Other income received2016-12-31$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$93,281
2015 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$-15,758
Expenses. Total of all expenses incurred2015-12-31$255
Total plan assets at end of year2015-12-31$93,281
Total plan assets at beginning of year2015-12-31$109,294
Other income received2015-12-31$-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 sources2014-12-31$11,277
Expenses. Total of all expenses incurred2014-12-31$17,379
Benefits paid (including direct rollovers)2014-12-31$17,000
Total plan assets at end of year2014-12-31$109,294
Total plan assets at beginning of year2014-12-31$115,396
Other income received2014-12-31$11,277
Net income (gross income less expenses)2014-12-31$-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 sources2013-12-31$4,205
Expenses. Total of all expenses incurred2013-12-31$399
Total plan assets at end of year2013-12-31$115,396
Total plan assets at beginning of year2013-12-31$111,590
Other income received2013-12-31$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 sources2012-12-31$16,542
Expenses. Total of all expenses incurred2012-12-31$429
Total plan assets at end of year2012-12-31$111,590
Total plan assets at beginning of year2012-12-31$95,477
Other income received2012-12-31$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$429
2011 : ROBERT J. SPONTAK MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$-21,275
Expenses. Total of all expenses incurred2011-12-31$496
Total plan assets at end of year2011-12-31$95,477
Total plan assets at beginning of year2011-12-31$117,248
Other income received2011-12-31$-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 sources2010-12-31$21,774
Expenses. Total of all expenses incurred2010-12-31$350
Total plan assets at end of year2010-12-31$117,248
Total plan assets at beginning of year2010-12-31$95,824
Other income received2010-12-31$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

Form 5500 Responses for ROBERT J. SPONTAK MONEY PURCHASE PLAN

2019: ROBERT J. SPONTAK MONEY PURCHASE 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 J. SPONTAK MONEY PURCHASE 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 J. SPONTAK MONEY PURCHASE 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 J. SPONTAK MONEY PURCHASE 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 J. SPONTAK MONEY PURCHASE 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 J. SPONTAK MONEY PURCHASE 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
2013: ROBERT J. SPONTAK MONEY PURCHASE PLAN 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: ROBERT J. SPONTAK MONEY PURCHASE PLAN 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: ROBERT J. SPONTAK MONEY PURCHASE PLAN 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: ROBERT J. SPONTAK MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

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