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| Plan Name | ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT JURGENS, CPA PC |
| Employer identification number (EIN): | 113105334 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | IRA SCHACK | 2022-09-09 | ||
| 001 | 2020-01-01 | ROBERT JURGENS | 2021-09-09 | ||
| 001 | 2019-01-01 | ROBERT JURGENS | 2020-10-08 | ||
| 001 | 2018-01-01 | ROBERT JURGENS | 2019-09-09 | ||
| 001 | 2017-01-01 | ROBERT JURGENS | 2018-07-23 | ||
| 001 | 2016-01-01 | ROBERT JURGENS | 2017-05-25 | ||
| 001 | 2015-01-01 | ROBERT JURGENS | 2016-09-29 | ||
| 001 | 2014-01-01 | ROBERT JURGENS | 2015-09-27 | ||
| 001 | 2013-01-01 | ROBERT JURGENS | 2014-09-24 | ||
| 001 | 2012-01-01 | ROBERT JURGENS | 2013-09-25 | ||
| 001 | 2011-01-01 | ROBERT JURGENS | 2012-07-11 | ||
| 001 | 2010-01-01 | ROBERT JURGENS | 2011-09-20 | ROBERT JURGENS | 2011-09-20 |
| 001 | 2009-01-01 | ROBERT JURGENS | ROBERT JURGENS | 2010-10-06 | |
| 001 | 2009-01-01 | ROBERT JURGENS | ROBERT JURGENS | 2010-10-06 | |
| 001 | 2009-01-01 | ROBERT JURGENS | ROBERT JURGENS | 2010-10-05 |
| Measure | Date | Value |
|---|---|---|
| 2022 : ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-09 | 0 |
| Net assets as of the end of the plan year | 2022-09-09 | 1503507 |
| Total assets as of the beginning of the plan year | 2022-09-09 | 1294068 |
| Value of plan covered by a fidelity bond | 2022-09-09 | 750000 |
| Participant contributions to plan in this plan year | 2022-09-09 | 63000 |
| Other income to plan in this plan year | 2022-09-09 | 106445 |
| Plan net income in this plan year | 2022-09-09 | 209439 |
| Net assets as of the end of the plan year | 2022-09-09 | 1503507 |
| Net assets as of the beginning of the plan year | 2022-09-09 | 1294068 |
| Employer contributions to plan in this plan year | 2022-09-09 | 39994 |
| 2009: ROBERT JURGENS, CPA PC 401(K) SAVINGS 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 |
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