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ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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
  • 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 L. SHAFER & ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. SHAFER & ASSOCIATES, PA
Employer identification number (EIN):593428113
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about ROBERT L. SHAFER & ASSOCIATES, PA

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1997-01-02
Company Identification Number: P97000001693
Legal Registered Office Address: 106 N PEARL ST.

JACKSONVILLE

32202

More information about ROBERT L. SHAFER & ASSOCIATES, PA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT L. SHAFER
0012016-01-01ROBERT L. SHAFER
0012015-01-01
0012014-01-01ROBERT L. SHAFER
0012013-01-01CINDY B BOHN
0012012-01-01ROBERT L. SHAFER2013-07-08 ROBERT L. SHAFER2013-07-08
0012011-01-01ROBERT L. SHAFER2012-02-13 ROBERT L. SHAFER2012-02-13
0012010-01-01ROBERT L. SHAFER2011-06-27 ROBERT L. SHAFER2011-06-27
0012009-01-01ROBERT L. SHAFER ROBERT L. SHAFER2010-07-08

Financial Data on ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$16,222
Expenses. Total of all expenses incurred2020-12-31$1,545,987
Benefits paid (including direct rollovers)2020-12-31$1,537,991
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$1,529,765
Other income received2020-12-31$16,222
Net income (gross income less expenses)2020-12-31$-1,529,765
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,529,765
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,996
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$226,305
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$183,250
Expenses. Total of all expenses incurred2019-12-31$7,515
Total plan assets at end of year2019-12-31$1,529,765
Total plan assets at beginning of year2019-12-31$1,127,725
Other income received2019-12-31$153,250
Net income (gross income less expenses)2019-12-31$175,735
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,529,765
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,127,725
Total contributions received or receivable from employer(s)2019-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,515
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$71,091
Expenses. Total of all expenses incurred2018-12-31$10,495
Total plan assets at end of year2018-12-31$1,127,725
Total plan assets at beginning of year2018-12-31$1,067,129
Other income received2018-12-31$3,531
Net income (gross income less expenses)2018-12-31$60,596
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,127,725
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,067,129
Total contributions received or receivable from employer(s)2018-12-31$67,560
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,495
2017 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$96,521
Expenses. Total of all expenses incurred2017-12-31$21,362
Benefits paid (including direct rollovers)2017-12-31$11,468
Total plan assets at end of year2017-12-31$1,067,129
Total plan assets at beginning of year2017-12-31$991,970
Other income received2017-12-31$29,520
Net income (gross income less expenses)2017-12-31$75,159
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,067,129
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$991,970
Total contributions received or receivable from employer(s)2017-12-31$67,001
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,894
2016 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$91,823
Expenses. Total of all expenses incurred2016-12-31$8,194
Total plan assets at end of year2016-12-31$991,970
Total plan assets at beginning of year2016-12-31$908,341
Other income received2016-12-31$21,625
Net income (gross income less expenses)2016-12-31$83,629
Net plan assets at end of year (total assets less liabilities)2016-12-31$991,970
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$908,341
Total contributions received or receivable from employer(s)2016-12-31$70,198
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,194
2015 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$68,177
Expenses. Total of all expenses incurred2015-12-31$8,137
Total plan assets at end of year2015-12-31$908,341
Total plan assets at beginning of year2015-12-31$848,301
Other income received2015-12-31$-1,859
Net income (gross income less expenses)2015-12-31$60,040
Net plan assets at end of year (total assets less liabilities)2015-12-31$908,341
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$848,301
Total contributions received or receivable from employer(s)2015-12-31$70,036
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,137
2014 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$75,498
Expenses. Total of all expenses incurred2014-12-31$7,118
Benefits paid (including direct rollovers)2014-12-31$194
Total plan assets at end of year2014-12-31$848,301
Total plan assets at beginning of year2014-12-31$779,921
Other income received2014-12-31$7,704
Net income (gross income less expenses)2014-12-31$68,380
Net plan assets at end of year (total assets less liabilities)2014-12-31$848,301
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$779,921
Total contributions received or receivable from employer(s)2014-12-31$67,794
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,924
2013 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$72,843
Expenses. Total of all expenses incurred2013-12-31$15,978
Benefits paid (including direct rollovers)2013-12-31$10,190
Total plan assets at end of year2013-12-31$779,921
Total plan assets at beginning of year2013-12-31$723,056
Other income received2013-12-31$10,698
Net income (gross income less expenses)2013-12-31$56,865
Net plan assets at end of year (total assets less liabilities)2013-12-31$779,921
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$723,056
Total contributions received or receivable from employer(s)2013-12-31$62,145
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,788
2012 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$64,960
Expenses. Total of all expenses incurred2012-12-31$18,836
Benefits paid (including direct rollovers)2012-12-31$13,309
Total plan assets at end of year2012-12-31$723,056
Total plan assets at beginning of year2012-12-31$676,932
Other income received2012-12-31$8,861
Net income (gross income less expenses)2012-12-31$46,124
Net plan assets at end of year (total assets less liabilities)2012-12-31$723,056
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$676,932
Total contributions received or receivable from employer(s)2012-12-31$56,099
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,527
2011 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$62,190
Expenses. Total of all expenses incurred2011-12-31$3,844
Total plan assets at end of year2011-12-31$676,932
Total plan assets at beginning of year2011-12-31$618,586
Other income received2011-12-31$1,385
Net income (gross income less expenses)2011-12-31$58,346
Net plan assets at end of year (total assets less liabilities)2011-12-31$676,932
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$618,586
Total contributions received or receivable from employer(s)2011-12-31$60,805
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,844
2010 : ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$64,344
Total plan assets at end of year2010-12-31$618,586
Total plan assets at beginning of year2010-12-31$554,242
Other income received2010-12-31$4,447
Net income (gross income less expenses)2010-12-31$64,344
Net plan assets at end of year (total assets less liabilities)2010-12-31$618,586
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$554,242
Total contributions received or receivable from employer(s)2010-12-31$59,897

Form 5500 Responses for ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

2020: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT L. SHAFER & ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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