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ROBERT L. WEBSTER, JR. 401(K) PLAN 401k Plan overview

Plan NameROBERT L. WEBSTER, JR. 401(K) PLAN
Plan identification number 001

ROBERT L. WEBSTER, JR. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 L. WEBSTER, JR. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. WEBSTER, JR.
Employer identification number (EIN):262060067
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. WEBSTER, JR. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT WEBSTER2024-06-05

Financial Data on ROBERT L. WEBSTER, JR. 401(K) PLAN

Measure Date Value
2025 : ROBERT L. WEBSTER, JR. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-2231707
Net assets as of the end of the plan year2025-07-222298735
Total assets as of the beginning of the plan year2025-07-222030129
Value of plan covered by a fidelity bond2025-07-22210000
Participant contributions to plan in this plan year2025-07-220
Other expenses paid from plan in this plan year2025-07-2231707
Other contributions to plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-22269649
Plan net income in this plan year2025-07-22268606
Net assets as of the end of the plan year2025-07-222298735
Net assets as of the beginning of the plan year2025-07-222030129
Employer contributions to plan in this plan year2025-07-2230664
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-220
2024 : ROBERT L. WEBSTER, JR. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-050
Total liabilities as of the end of the plan year2024-06-050
Total liabilities as of the beginning of the plan year2024-06-050
Total expenses incurred by plan in this plan year2024-06-0526888
Net assets as of the end of the plan year2024-06-052030129
Total assets as of the beginning of the plan year2024-06-051762827
Participant contributions to plan in this plan year2024-06-050
Other expenses paid from plan in this plan year2024-06-0526888
Other contributions to plan in this plan year2024-06-050
Other income to plan in this plan year2024-06-05263692
Plan net income in this plan year2024-06-05267302
Net assets as of the end of the plan year2024-06-052030129
Net assets as of the beginning of the plan year2024-06-051762827
Employer contributions to plan in this plan year2024-06-0530498
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-050

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