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ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST
Plan identification number 001

ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST Benefits

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

401k Sponsoring company profile

ROBERT WALLACH PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT WALLACH PC
Employer identification number (EIN):382078079
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about ROBERT WALLACH PC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 175791

More information about ROBERT WALLACH PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-09-01
0012017-09-01ROBERT WALLACH ROBERT WALLACH2019-02-21
0012016-09-01ROBERT WALLACH ROBERT WALLACH2018-03-08
0012016-09-01 ROBERT WALLACH
0012015-09-01ROBERT WALLACH ROBERT WALLACH2017-04-27
0012014-09-01ROBERT WALLACH ROBERT WALLACH2016-05-09
0012012-09-01ROBERT WALLACH ROBERT WALLACH2014-05-13
0012011-09-01ROBERT WALLACH ROBERT WALLACH2013-05-13
0012009-09-01ROBERT WALLACH ROBERT WALLACH2011-05-12

Financial Data on ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure Date Value
2019 : ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-08-31$95
Expenses. Total of all expenses incurred2019-08-31$20,000
Benefits paid (including direct rollovers)2019-08-31$20,000
Total plan assets at end of year2019-08-31$142,017
Total plan assets at beginning of year2019-08-31$161,922
Value of fidelity bond covering the plan2019-08-31$35,000
Assets. Value of tangible personal property2019-08-31$1,080
Other income received2019-08-31$95
Net income (gross income less expenses)2019-08-31$-19,905
Net plan assets at end of year (total assets less liabilities)2019-08-31$142,017
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$161,922
Assets. Value of participant loans2019-08-31$0
2018 : ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-08-31$466
Expenses. Total of all expenses incurred2018-08-31$10,000
Benefits paid (including direct rollovers)2018-08-31$10,000
Total plan assets at end of year2018-08-31$161,922
Total plan assets at beginning of year2018-08-31$171,456
Value of fidelity bond covering the plan2018-08-31$35,000
Assets. Value of tangible personal property2018-08-31$1,080
Other income received2018-08-31$466
Net income (gross income less expenses)2018-08-31$-9,534
Net plan assets at end of year (total assets less liabilities)2018-08-31$161,922
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$171,456
Assets. Value of participant loans2018-08-31$12,231
2017 : ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-08-31$737
Expenses. Total of all expenses incurred2017-08-31$6,969
Benefits paid (including direct rollovers)2017-08-31$6,969
Total plan assets at end of year2017-08-31$171,456
Total plan assets at beginning of year2017-08-31$177,688
Value of fidelity bond covering the plan2017-08-31$35,000
Assets. Value of tangible personal property2017-08-31$1,080
Other income received2017-08-31$737
Net income (gross income less expenses)2017-08-31$-6,232
Net plan assets at end of year (total assets less liabilities)2017-08-31$171,456
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$177,688
Assets. Value of participant loans2017-08-31$22,231
2016 : ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-08-31$962
Expenses. Total of all expenses incurred2016-08-31$12,486
Benefits paid (including direct rollovers)2016-08-31$12,486
Total plan assets at end of year2016-08-31$177,688
Total plan assets at beginning of year2016-08-31$189,212
Value of fidelity bond covering the plan2016-08-31$35,000
Assets. Value of tangible personal property2016-08-31$1,080
Other income received2016-08-31$962
Net income (gross income less expenses)2016-08-31$-11,524
Net plan assets at end of year (total assets less liabilities)2016-08-31$177,688
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$189,212
Assets. Value of participant loans2016-08-31$29,200
2015 : ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-08-31$1,258
Expenses. Total of all expenses incurred2015-08-31$8,600
Benefits paid (including direct rollovers)2015-08-31$8,600
Total plan assets at end of year2015-08-31$189,212
Total plan assets at beginning of year2015-08-31$196,554
Value of fidelity bond covering the plan2015-08-31$35,000
Assets. Value of tangible personal property2015-08-31$1,080
Other income received2015-08-31$1,258
Net income (gross income less expenses)2015-08-31$-7,342
Net plan assets at end of year (total assets less liabilities)2015-08-31$189,212
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$196,554
Assets. Value of participant loans2015-08-31$37,800
2014 : ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-08-31$1,732
Expenses. Total of all expenses incurred2014-08-31$8,500
Benefits paid (including direct rollovers)2014-08-31$8,500
Total plan assets at end of year2014-08-31$196,554
Total plan assets at beginning of year2014-08-31$203,322
Value of fidelity bond covering the plan2014-08-31$35,000
Assets. Value of tangible personal property2014-08-31$1,080
Other income received2014-08-31$1,732
Net income (gross income less expenses)2014-08-31$-6,768
Net plan assets at end of year (total assets less liabilities)2014-08-31$196,554
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$203,322
Assets. Value of participant loans2014-08-31$46,400
2013 : ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-08-31$1,732
Expenses. Total of all expenses incurred2013-08-31$8,500
Benefits paid (including direct rollovers)2013-08-31$8,500
Total plan assets at end of year2013-08-31$203,322
Total plan assets at beginning of year2013-08-31$210,090
Value of fidelity bond covering the plan2013-08-31$35,000
Assets. Value of tangible personal property2013-08-31$1,080
Other income received2013-08-31$1,732
Net income (gross income less expenses)2013-08-31$-6,768
Net plan assets at end of year (total assets less liabilities)2013-08-31$203,322
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$210,090
Assets. Value of participant loans2013-08-31$54,900
2012 : ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-08-31$1,983
Expenses. Total of all expenses incurred2012-08-31$8,100
Benefits paid (including direct rollovers)2012-08-31$8,100
Total plan assets at end of year2012-08-31$210,090
Total plan assets at beginning of year2012-08-31$216,207
Value of fidelity bond covering the plan2012-08-31$35,000
Assets. Value of tangible personal property2012-08-31$1,080
Other income received2012-08-31$1,983
Net income (gross income less expenses)2012-08-31$-6,117
Net plan assets at end of year (total assets less liabilities)2012-08-31$210,090
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$216,207
Assets. Value of participant loans2012-08-31$63,400
2011 : ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-08-31$2,860
Total plan assets at end of year2011-08-31$216,207
Total plan assets at beginning of year2011-08-31$213,347
Value of fidelity bond covering the plan2011-08-31$35,000
Assets. Value of tangible personal property2011-08-31$1,080
Other income received2011-08-31$2,860
Net income (gross income less expenses)2011-08-31$2,860
Net plan assets at end of year (total assets less liabilities)2011-08-31$216,207
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$213,347
Assets. Value of participant loans2011-08-31$71,500

Form 5500 Responses for ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST

2018: ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2012: ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: ROBERT WALLACH PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01This submission is the final filingNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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