?>
Logo

STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 401k Plan overview

Plan NameSTEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE
Plan identification number 001

STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

THE ROBISON LAW FIRM SPE LLC ONC LLC CO-SPONSORS has sponsored the creation of one or more 401k plans.

Company Name:THE ROBISON LAW FIRM SPE LLC ONC LLC CO-SPONSORS
Employer identification number (EIN):311549226
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEPHEN L. ROBISON2023-10-11
0012021-01-01STEPHEN L. ROBISON2022-10-12
0012020-01-01STEPHEN L. ROBISON2021-09-30
0012019-01-01STEPHEN L. ROBISON2020-10-09
0012018-01-01STEPHEN L. ROBISON2019-09-30
0012017-01-01STEPHEN L. ROBISON2018-10-15
0012016-01-01STEPHEN L. ROBISON2018-10-16
0012015-01-01STEPHEN ROBISON STEPHEN ROBISON2016-11-04
0012015-01-01 STEPHEN ROBISON2016-10-17
0012014-01-01STEPHEN ROBISON STEPHEN ROBISON2015-10-12
0012013-01-01STEPHEN ROBISON
0012012-01-01STEPHEN ROBISON
0012011-01-01STEPHEN ROBISON
0012010-01-01STEPHEN ROBISON
0012009-01-01STEPHEN ROBISON
0012009-01-01 STEPHEN ROBISON2010-10-07

Plan Statistics for STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE

401k plan membership statisitcs for STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE

Measure Date Value
2015: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
2014: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
2012: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
2009: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE

Measure Date Value
2015 : STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2015 401k financial data
Total income from all sources2015-12-31$106,028
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$742,766
Total plan assets at beginning of year2015-12-31$636,738
Total contributions received or receivable from participants2015-12-31$11,152
Other income received2015-12-31$998
Noncash contributions received2015-12-31$91,473
Net income (gross income less expenses)2015-12-31$106,028
Net plan assets at end of year (total assets less liabilities)2015-12-31$742,766
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$636,738
Assets. Value of participant loans2015-12-31$9,110
Total contributions received or receivable from employer(s)2015-12-31$2,405
2014 : STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2014 401k financial data
Total income from all sources2014-12-31$118,178
Expenses. Total of all expenses incurred2014-12-31$14,148
Benefits paid (including direct rollovers)2014-12-31$13,848
Total plan assets at end of year2014-12-31$636,738
Total plan assets at beginning of year2014-12-31$532,708
Total contributions received or receivable from participants2014-12-31$113,122
Other income received2014-12-31$5,056
Net income (gross income less expenses)2014-12-31$104,030
Net plan assets at end of year (total assets less liabilities)2014-12-31$636,738
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$532,708
Assets. Value of participant loans2014-12-31$6,638
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$300
2013 : STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2013 401k financial data
Total income from all sources2013-12-31$7,995
Expenses. Total of all expenses incurred2013-12-31$5,388
Benefits paid (including direct rollovers)2013-12-31$5,063
Total plan assets at end of year2013-12-31$532,708
Total plan assets at beginning of year2013-12-31$530,101
Total contributions received or receivable from participants2013-12-31$2,477
Other income received2013-12-31$5,518
Net income (gross income less expenses)2013-12-31$2,607
Net plan assets at end of year (total assets less liabilities)2013-12-31$532,708
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$530,101
Assets. Value of participant loans2013-12-31$1,500
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$325
2012 : STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2012 401k financial data
Total income from all sources2012-12-31$142,476
Expenses. Total of all expenses incurred2012-12-31$10,158
Total plan assets at end of year2012-12-31$530,101
Total plan assets at beginning of year2012-12-31$397,984
Total contributions received or receivable from participants2012-12-31$136,854
Contributions received from other sources (not participants or employers)2012-12-31$3,393
Other income received2012-12-31$2,229
Net income (gross income less expenses)2012-12-31$132,318
Net plan assets at end of year (total assets less liabilities)2012-12-31$530,101
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$397,984
Assets. Value of participant loans2012-12-31$200
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10,158
2011 : STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2011 401k financial data
Total income from all sources2011-12-31$23,428
Expenses. Total of all expenses incurred2011-12-31$405
Total plan assets at end of year2011-12-31$416,523
Total plan assets at beginning of year2011-12-31$393,500
Total contributions received or receivable from participants2011-12-31$25,297
Expenses. Other expenses not covered elsewhere2011-12-31$255
Contributions received from other sources (not participants or employers)2011-12-31$903
Other income received2011-12-31$-2,772
Net income (gross income less expenses)2011-12-31$23,023
Net plan assets at end of year (total assets less liabilities)2011-12-31$416,523
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$393,500
Assets. Value of participant loans2011-12-31$1,241
Total contributions received or receivable from employer(s)2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$150
2010 : STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2010 401k financial data
Total income from all sources2010-12-31$5,172
Expenses. Total of all expenses incurred2010-12-31$200
Total plan assets at end of year2010-12-31$393,500
Total plan assets at beginning of year2010-12-31$388,528
Total contributions received or receivable from participants2010-12-31$3,470
Other income received2010-12-31$1,336
Net income (gross income less expenses)2010-12-31$4,972
Net plan assets at end of year (total assets less liabilities)2010-12-31$393,500
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$388,528
Assets. Value of participant loans2010-12-31$2,434
Total contributions received or receivable from employer(s)2010-12-31$366
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$200

Form 5500 Responses for STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE

2015: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 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
2010: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEPHEN L. ROBISON PSP DTD 1-1-98 STEPHEN L. ROBISON TRUSTEE 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number011365816
Policy instance 1
Insurance contract or identification number011365816
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $184
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $184
Insurance broker organization code?3
Insurance broker nameKESSLING, MICHAEL H

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3