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ROBERT W TAYLOR KEOGH 401k Plan overview

Plan NameROBERT W TAYLOR KEOGH
Plan identification number 001

ROBERT W TAYLOR KEOGH Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

ROBERT W TAYLOR has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W TAYLOR
Employer identification number (EIN):251355116
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W TAYLOR KEOGH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ROBERT W TAYLOR
0012016-01-01ROBERT W TAYLOR
0012015-01-01ROBERT W TAYLOR
0012014-01-01ROBERT W TAYLOR
0012013-01-01ROBERT W TAYLOR
0012012-01-01ROBERT W TAYLOR
0012011-01-01ROBERT W TAYLOR
0012010-01-01ROBERT W TAYLOR
0012009-01-01ROBERT W TAYLOR

Plan Statistics for ROBERT W TAYLOR KEOGH

401k plan membership statisitcs for ROBERT W TAYLOR KEOGH

Measure Date Value
2017: ROBERT W TAYLOR KEOGH 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT W TAYLOR KEOGH 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT W TAYLOR KEOGH 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT W TAYLOR KEOGH 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT W TAYLOR KEOGH 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: ROBERT W TAYLOR KEOGH 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT W TAYLOR KEOGH 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT W TAYLOR KEOGH 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: ROBERT W TAYLOR KEOGH 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ROBERT W TAYLOR KEOGH

Measure Date Value
2017 : ROBERT W TAYLOR KEOGH 2017 401k financial data
Total income from all sources2017-12-31$188,774
Expenses. Total of all expenses incurred2017-12-31$31,335
Benefits paid (including direct rollovers)2017-12-31$31,000
Total plan assets at end of year2017-12-31$1,002,541
Total plan assets at beginning of year2017-12-31$845,102
Value of fidelity bond covering the plan2017-12-31$90,000
Other income received2017-12-31$165,404
Net income (gross income less expenses)2017-12-31$157,439
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,002,541
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$845,102
Total contributions received or receivable from employer(s)2017-12-31$23,370
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$335
2016 : ROBERT W TAYLOR KEOGH 2016 401k financial data
Total income from all sources2016-12-31$78,463
Expenses. Total of all expenses incurred2016-12-31$295
Total plan assets at end of year2016-12-31$845,102
Total plan assets at beginning of year2016-12-31$766,934
Value of fidelity bond covering the plan2016-12-31$90,000
Other income received2016-12-31$61,307
Net income (gross income less expenses)2016-12-31$78,168
Net plan assets at end of year (total assets less liabilities)2016-12-31$845,102
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$766,934
Total contributions received or receivable from employer(s)2016-12-31$17,156
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$295
2015 : ROBERT W TAYLOR KEOGH 2015 401k financial data
Total income from all sources2015-12-31$-7,234
Total plan assets at end of year2015-12-31$766,934
Total plan assets at beginning of year2015-12-31$774,168
Value of fidelity bond covering the plan2015-12-31$90,000
Other income received2015-12-31$-7,234
Net income (gross income less expenses)2015-12-31$-7,234
Net plan assets at end of year (total assets less liabilities)2015-12-31$766,934
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$774,168
2014 : ROBERT W TAYLOR KEOGH 2014 401k financial data
Total income from all sources2014-12-31$65,239
Total plan assets at end of year2014-12-31$774,168
Total plan assets at beginning of year2014-12-31$708,929
Other income received2014-12-31$49,045
Net income (gross income less expenses)2014-12-31$65,239
Net plan assets at end of year (total assets less liabilities)2014-12-31$774,168
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$708,929
Total contributions received or receivable from employer(s)2014-12-31$16,194
2013 : ROBERT W TAYLOR KEOGH 2013 401k financial data
Total income from all sources2013-12-31$138,218
Total plan assets at end of year2013-12-31$708,929
Total plan assets at beginning of year2013-12-31$570,711
Other income received2013-12-31$138,218
Net income (gross income less expenses)2013-12-31$138,218
Net plan assets at end of year (total assets less liabilities)2013-12-31$708,929
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$570,711
2012 : ROBERT W TAYLOR KEOGH 2012 401k financial data
Total income from all sources2012-12-31$94,243
Total plan assets at end of year2012-12-31$570,711
Total plan assets at beginning of year2012-12-31$476,468
Other income received2012-12-31$94,243
Net income (gross income less expenses)2012-12-31$94,243
Net plan assets at end of year (total assets less liabilities)2012-12-31$570,711
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$476,468
2011 : ROBERT W TAYLOR KEOGH 2011 401k financial data
Total income from all sources2011-12-31$-19,501
Total plan assets at end of year2011-12-31$476,468
Total plan assets at beginning of year2011-12-31$495,969
Other income received2011-12-31$-19,501
Net income (gross income less expenses)2011-12-31$-19,501
Net plan assets at end of year (total assets less liabilities)2011-12-31$476,468
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$495,969
2010 : ROBERT W TAYLOR KEOGH 2010 401k financial data
Total income from all sources2010-12-31$74,037
Total plan assets at end of year2010-12-31$495,969
Total plan assets at beginning of year2010-12-31$421,932
Other income received2010-12-31$74,037
Net income (gross income less expenses)2010-12-31$74,037
Net plan assets at end of year (total assets less liabilities)2010-12-31$495,969
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$421,932

Form 5500 Responses for ROBERT W TAYLOR KEOGH

2017: ROBERT W TAYLOR KEOGH 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 W TAYLOR KEOGH 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 W TAYLOR KEOGH 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 W TAYLOR KEOGH 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 W TAYLOR KEOGH 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 W TAYLOR KEOGH 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT W TAYLOR KEOGH 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT W TAYLOR KEOGH 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT W TAYLOR KEOGH 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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