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THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN
Plan identification number 001

THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

THE ROBERT B. BALTER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE ROBERT B. BALTER COMPANY
Employer identification number (EIN):520809087
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01LORI BALTER
0012016-10-01LORI BALTER
0012015-10-01LORI BALTER
0012014-10-01LORI BALTER
0012013-10-01LORI BALTER
0012012-10-01LORI BALTER LORI BALTER2014-02-10
0012011-10-01LORI BALTER
0012009-10-01LORI BALTER
0012009-10-01 LORI BALTER2011-02-10

Plan Statistics for THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN

Measure Date Value
2019: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0197
Total number of active participants reported on line 7a of the Form 55002019-10-0122
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0171
Total of all active and inactive participants2019-10-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-0194
Number of participants with account balances2019-10-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-015
2018: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01100
Total number of active participants reported on line 7a of the Form 55002018-10-0127
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0168
Total of all active and inactive participants2018-10-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0195
Number of participants with account balances2018-10-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-012
2017: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01100
Total number of active participants reported on line 7a of the Form 55002017-10-0129
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0168
Total of all active and inactive participants2017-10-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0197
Number of participants with account balances2017-10-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01106
Total number of active participants reported on line 7a of the Form 55002016-10-0138
Number of other retired or separated participants entitled to future benefits2016-10-0161
Total of all active and inactive participants2016-10-0199
Total participants2016-10-0199
Number of participants with account balances2016-10-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-014
2015: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01106
Total number of active participants reported on line 7a of the Form 55002015-10-0140
Number of other retired or separated participants entitled to future benefits2015-10-0163
Total of all active and inactive participants2015-10-01103
Total participants2015-10-01103
Number of participants with account balances2015-10-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-015
2014: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01108
Total number of active participants reported on line 7a of the Form 55002014-10-0141
Number of other retired or separated participants entitled to future benefits2014-10-0163
Total of all active and inactive participants2014-10-01104
Total participants2014-10-01104
Number of participants with account balances2014-10-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01103
Total number of active participants reported on line 7a of the Form 55002013-10-0137
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0165
Total of all active and inactive participants2013-10-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01102
Number of participants with account balances2013-10-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-013
2012: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01103
Total number of active participants reported on line 7a of the Form 55002012-10-0138
Number of other retired or separated participants entitled to future benefits2012-10-0160
Total of all active and inactive participants2012-10-0198
Total participants2012-10-0198
Number of participants with account balances2012-10-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01104
Total number of active participants reported on line 7a of the Form 55002011-10-0134
Number of other retired or separated participants entitled to future benefits2011-10-0164
Total of all active and inactive participants2011-10-0198
Total participants2011-10-0198
Number of participants with account balances2011-10-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-011
2009: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01113
Total number of active participants reported on line 7a of the Form 55002009-10-0135
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0167
Total of all active and inactive participants2009-10-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01102
Number of participants with account balances2009-10-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-017

Financial Data on THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN

Measure Date Value
2020 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-09-30$260
Total income from all sources2020-09-30$133,929
Expenses. Total of all expenses incurred2020-09-30$126,474
Benefits paid (including direct rollovers)2020-09-30$112,272
Total plan assets at end of year2020-09-30$2,908,856
Total plan assets at beginning of year2020-09-30$2,901,141
Value of fidelity bond covering the plan2020-09-30$300,000
Other income received2020-09-30$133,929
Net income (gross income less expenses)2020-09-30$7,455
Net plan assets at end of year (total assets less liabilities)2020-09-30$2,908,596
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$2,901,141
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$14,202
2019 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-09-30$0
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$324
Total income from all sources2019-09-30$113,405
Expenses. Total of all expenses incurred2019-09-30$65,758
Benefits paid (including direct rollovers)2019-09-30$51,883
Total plan assets at end of year2019-09-30$2,901,141
Total plan assets at beginning of year2019-09-30$2,853,818
Value of fidelity bond covering the plan2019-09-30$300,000
Expenses. Other expenses not covered elsewhere2019-09-30$13,875
Other income received2019-09-30$83,405
Net income (gross income less expenses)2019-09-30$47,647
Net plan assets at end of year (total assets less liabilities)2019-09-30$2,901,141
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$2,853,494
Total contributions received or receivable from employer(s)2019-09-30$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-09-30$0
Total plan liabilities at end of year2018-09-30$324
Total plan liabilities at beginning of year2018-09-30$340
Total income from all sources2018-09-30$233,563
Expenses. Total of all expenses incurred2018-09-30$66,652
Benefits paid (including direct rollovers)2018-09-30$52,892
Total plan assets at end of year2018-09-30$2,853,818
Total plan assets at beginning of year2018-09-30$2,686,923
Value of fidelity bond covering the plan2018-09-30$275,000
Expenses. Other expenses not covered elsewhere2018-09-30$13,760
Other income received2018-09-30$183,563
Net income (gross income less expenses)2018-09-30$166,911
Net plan assets at end of year (total assets less liabilities)2018-09-30$2,853,494
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$2,686,583
Total contributions received or receivable from employer(s)2018-09-30$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-09-30$340
Total plan liabilities at beginning of year2017-09-30$732
Total income from all sources2017-09-30$242,500
Expenses. Total of all expenses incurred2017-09-30$336,285
Benefits paid (including direct rollovers)2017-09-30$322,449
Total plan assets at end of year2017-09-30$2,686,923
Total plan assets at beginning of year2017-09-30$2,781,100
Value of fidelity bond covering the plan2017-09-30$275,000
Noncash contributions received2017-09-30$240,534
Net income (gross income less expenses)2017-09-30$-93,785
Net plan assets at end of year (total assets less liabilities)2017-09-30$2,686,583
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,780,368
Total contributions received or receivable from employer(s)2017-09-30$1,966
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$13,836
2016 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-09-30$732
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$280,225
Expenses. Total of all expenses incurred2016-09-30$25,289
Benefits paid (including direct rollovers)2016-09-30$12,393
Total plan assets at end of year2016-09-30$2,781,100
Total plan assets at beginning of year2016-09-30$2,525,432
Value of fidelity bond covering the plan2016-09-30$275,000
Expenses. Other expenses not covered elsewhere2016-09-30$12,896
Other income received2016-09-30$180,225
Net income (gross income less expenses)2016-09-30$254,936
Net plan assets at end of year (total assets less liabilities)2016-09-30$2,780,368
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$2,525,432
Total contributions received or receivable from employer(s)2016-09-30$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$28,550
Expenses. Total of all expenses incurred2015-09-30$27,561
Benefits paid (including direct rollovers)2015-09-30$12,741
Total plan assets at end of year2015-09-30$2,525,432
Total plan assets at beginning of year2015-09-30$2,524,443
Value of fidelity bond covering the plan2015-09-30$275,000
Expenses. Other expenses not covered elsewhere2015-09-30$14,820
Other income received2015-09-30$-31,699
Net income (gross income less expenses)2015-09-30$989
Net plan assets at end of year (total assets less liabilities)2015-09-30$2,525,432
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$2,524,443
Total contributions received or receivable from employer(s)2015-09-30$60,249
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-09-30$60
Total income from all sources2014-09-30$213,088
Expenses. Total of all expenses incurred2014-09-30$12,799
Benefits paid (including direct rollovers)2014-09-30$788
Total plan assets at end of year2014-09-30$2,524,443
Total plan assets at beginning of year2014-09-30$2,324,214
Value of fidelity bond covering the plan2014-09-30$275,000
Expenses. Other expenses not covered elsewhere2014-09-30$12,011
Other income received2014-09-30$163,088
Net income (gross income less expenses)2014-09-30$200,289
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,524,443
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$2,324,154
Total contributions received or receivable from employer(s)2014-09-30$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$60
Total income from all sources2013-09-30$227,835
Expenses. Total of all expenses incurred2013-09-30$27,313
Benefits paid (including direct rollovers)2013-09-30$16,546
Total plan assets at end of year2013-09-30$2,324,214
Total plan assets at beginning of year2013-09-30$2,123,632
Value of fidelity bond covering the plan2013-09-30$250,000
Expenses. Other expenses not covered elsewhere2013-09-30$10,767
Other income received2013-09-30$177,835
Net income (gross income less expenses)2013-09-30$200,522
Net plan assets at end of year (total assets less liabilities)2013-09-30$2,324,154
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$2,123,632
Total contributions received or receivable from employer(s)2013-09-30$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$237,295
Expenses. Total of all expenses incurred2012-09-30$22,466
Benefits paid (including direct rollovers)2012-09-30$12,431
Total plan assets at end of year2012-09-30$2,123,632
Total plan assets at beginning of year2012-09-30$1,908,803
Value of fidelity bond covering the plan2012-09-30$250,000
Expenses. Other expenses not covered elsewhere2012-09-30$10,035
Other income received2012-09-30$237,295
Net income (gross income less expenses)2012-09-30$214,829
Net plan assets at end of year (total assets less liabilities)2012-09-30$2,123,632
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,908,803
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$1,642
Total income from all sources2011-09-30$39,974
Expenses. Total of all expenses incurred2011-09-30$40,991
Benefits paid (including direct rollovers)2011-09-30$31,647
Total plan assets at end of year2011-09-30$1,908,803
Total plan assets at beginning of year2011-09-30$1,911,462
Value of fidelity bond covering the plan2011-09-30$250,000
Other income received2011-09-30$39,974
Net income (gross income less expenses)2011-09-30$-1,017
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,908,803
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,909,820
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$9,344
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN

2019: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: THE ROBERT B. BALTER COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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