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ROBERT S. BALTER PC PS PLAN 401K 401k Plan overview

Plan NameROBERT S. BALTER PC PS PLAN 401K
Plan identification number 001

ROBERT S. BALTER PC PS PLAN 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 S. BALTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. BALTER, P.C.
Employer identification number (EIN):232519196
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. BALTER PC PS PLAN 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01ROBERT S. BALTER ROBERT S BALTER2016-04-26
0012015-01-01ROBERT S. BALTER ROBERT S BALTER2016-04-26
0012014-01-01ROBERT S. BALTER ROBERT S BALTER2015-07-20
0012013-01-01ROBERT S. BALTER ROBERT S BALTER2014-06-30
0012012-01-01ROBERT S. BALTER ROBERT S BALTER2013-03-10
0012011-01-01ROBERT S. BALTER ROBERT S BALTER2012-10-04
0012009-01-01ROBERT S. BALTER ROBERT S BALTER2010-07-30

Financial Data on ROBERT S. BALTER PC PS PLAN 401K

Measure Date Value
2015 : ROBERT S. BALTER PC PS PLAN 401K 2015 401k financial data
Total income from all sources2015-12-31$1,400
Expenses. Total of all expenses incurred2015-12-31$6,131
Benefits paid (including direct rollovers)2015-12-31$1,439
Total plan assets at end of year2015-12-31$497,901
Total plan assets at beginning of year2015-12-31$502,632
Total contributions received or receivable from participants2015-12-31$18,500
Other income received2015-12-31$-17,100
Net income (gross income less expenses)2015-12-31$-4,731
Net plan assets at end of year (total assets less liabilities)2015-12-31$497,901
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$502,632
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,692
2014 : ROBERT S. BALTER PC PS PLAN 401K 2014 401k financial data
Transfers to/from the plan2014-12-31$1,912
Total income from all sources2014-12-31$19,324
Expenses. Total of all expenses incurred2014-12-31$5,613
Benefits paid (including direct rollovers)2014-12-31$1,014
Total plan assets at end of year2014-12-31$502,632
Total plan assets at beginning of year2014-12-31$487,009
Total contributions received or receivable from participants2014-12-31$34,056
Other income received2014-12-31$-14,732
Net income (gross income less expenses)2014-12-31$13,711
Net plan assets at end of year (total assets less liabilities)2014-12-31$502,632
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$487,009
Value of corrective distributions2014-12-31$-150
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,749
2013 : ROBERT S. BALTER PC PS PLAN 401K 2013 401k financial data
Transfers to/from the plan2013-12-31$350
Total income from all sources2013-12-31$127,861
Expenses. Total of all expenses incurred2013-12-31$3,840
Benefits paid (including direct rollovers)2013-12-31$490
Total plan assets at end of year2013-12-31$487,008
Total plan assets at beginning of year2013-12-31$362,637
Total contributions received or receivable from participants2013-12-31$35,000
Other income received2013-12-31$92,861
Net income (gross income less expenses)2013-12-31$124,021
Net plan assets at end of year (total assets less liabilities)2013-12-31$487,008
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$362,637
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,350
2012 : ROBERT S. BALTER PC PS PLAN 401K 2012 401k financial data
Total income from all sources2012-12-31$56,154
Expenses. Total of all expenses incurred2012-12-31$1,324
Total plan assets at end of year2012-12-31$362,637
Total plan assets at beginning of year2012-12-31$307,807
Total contributions received or receivable from participants2012-12-31$34,000
Other income received2012-12-31$22,154
Net income (gross income less expenses)2012-12-31$54,830
Net plan assets at end of year (total assets less liabilities)2012-12-31$362,637
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$307,807
Assets. Value of assets in partnership/joint-venture interests2012-12-31$8,744
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,324
2011 : ROBERT S. BALTER PC PS PLAN 401K 2011 401k financial data
Total income from all sources2011-12-31$13,100
Expenses. Total of all expenses incurred2011-12-31$1,754
Total plan assets at end of year2011-12-31$307,807
Total plan assets at beginning of year2011-12-31$296,461
Total contributions received or receivable from participants2011-12-31$18,000
Other income received2011-12-31$-4,900
Net income (gross income less expenses)2011-12-31$11,346
Net plan assets at end of year (total assets less liabilities)2011-12-31$307,807
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$296,461
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,754
2010 : ROBERT S. BALTER PC PS PLAN 401K 2010 401k financial data
Transfers to/from the plan2010-12-31$3,813
Total income from all sources2010-12-31$27,265
Expenses. Total of all expenses incurred2010-12-31$67
Total plan assets at end of year2010-12-31$296,461
Total plan assets at beginning of year2010-12-31$265,450
Expenses. Other expenses not covered elsewhere2010-12-31$13
Other income received2010-12-31$27,265
Net income (gross income less expenses)2010-12-31$27,198
Net plan assets at end of year (total assets less liabilities)2010-12-31$296,461
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$265,450
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$54

Form 5500 Responses for ROBERT S. BALTER PC PS PLAN 401K

2015: ROBERT S. BALTER PC PS PLAN 401K 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT S. BALTER PC PS PLAN 401K 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 S. BALTER PC PS PLAN 401K 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT S. BALTER PC PS PLAN 401K 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT S. BALTER PC PS PLAN 401K 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT S. BALTER PC PS PLAN 401K 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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