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ROBERT R. BENNETT DEFINED BENEFIT PLAN 401k Plan overview

Plan NameROBERT R. BENNETT DEFINED BENEFIT PLAN
Plan identification number 001

ROBERT R. BENNETT DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 R. BENNETT C/O WIPFLI LLP has sponsored the creation of one or more 401k plans.

Company Name:ROBERT R. BENNETT C/O WIPFLI LLP
Employer identification number (EIN):472620165
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R. BENNETT DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01

Financial Data on ROBERT R. BENNETT DEFINED BENEFIT PLAN

Measure Date Value
2022 : ROBERT R. BENNETT DEFINED BENEFIT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-11-152315446
Net assets as of the end of the plan year2022-11-150
Total assets as of the beginning of the plan year2022-11-152304259
Other income to plan in this plan year2022-11-1511187
Plan net income in this plan year2022-11-15-2304259
Net assets as of the end of the plan year2022-11-150
Net assets as of the beginning of the plan year2022-11-152304259
Expensese paid to adminstrative service provicers from plan in this plan year2022-11-157231
Total expenses incurred by plan in this plan year2022-10-1020626
Net assets as of the end of the plan year2022-10-102304259
Total assets as of the beginning of the plan year2022-10-102019465
Participant contributions to plan in this plan year2022-10-100
Other expenses paid from plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-10256291
Plan net income in this plan year2022-10-10284794
Net assets as of the end of the plan year2022-10-102304259
Net assets as of the beginning of the plan year2022-10-102019465
Employer contributions to plan in this plan year2022-10-1049129
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1020626

Potentially related plans

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