401k Plan data: ROBERT R. JACOBS O.D., P.C. PROFIT SHARING PLAN plan

ROBERT R. JACOBS O.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT R. JACOBS O.D., P.C. PROFIT SHARING PLAN
Plan identification number	001

ROBERT R. JACOBS O.D., P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

ROBERT R. JACOBS O.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT R. JACOBS O.D., P.C.

Employer identification number (EIN): 541640191

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R. JACOBS O.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 ROBERT JACOBS 2020-12-11
001 2019-01-01 ROBERT JACOBS 2020-06-16
001 2018-01-01 ROBERT JACOBS 2019-07-31
001 2017-01-01 ROBERT JACOBS 2018-09-09
001 2016-01-01
001 2015-01-01
001 2014-01-01 ROBERT R. JACOBS 2015-06-04
001 2013-01-01
001 2012-01-01 ROBERT R. JACOBS, O.D. 2013-07-30
001 2011-01-01 ROBERT R. JACOBS 2012-10-13
001 2009-01-01 ROBERT R. JACOBS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	ROBERT JACOBS	2020-12-11
001	2019-01-01	ROBERT JACOBS	2020-06-16
001	2018-01-01	ROBERT JACOBS	2019-07-31
001	2017-01-01	ROBERT JACOBS	2018-09-09
001	2016-01-01
001	2015-01-01
001	2014-01-01	ROBERT R. JACOBS	2015-06-04
001	2013-01-01
001	2012-01-01	ROBERT R. JACOBS, O.D.	2013-07-30
001	2011-01-01	ROBERT R. JACOBS	2012-10-13
001	2009-01-01	ROBERT R. JACOBS

Financial Data on ROBERT R. JACOBS O.D., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2010 : ROBERT R. JACOBS O.D., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$45,660
Total plan assets at end of year	2010-12-31	$707,861
Total plan assets at beginning of year	2010-12-31	$662,201
Other income received	2010-12-31	$45,660
Net income (gross income less expenses)	2010-12-31	$45,660
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$707,861
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$662,201
Total contributions received or receivable from employer(s)	2010-12-31	$0

Form 5500 Responses for ROBERT R. JACOBS O.D., P.C. PROFIT SHARING PLAN

2009: ROBERT R. JACOBS O.D., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT R. JACOBS O.D., P.C.
Employer identification number (EIN):	541640191
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists