ROBERT L. SHAFER & ASSOCIATES, PA has sponsored the creation of one or more 401k plans.
Additional information about ROBERT L. SHAFER & ASSOCIATES, PA
Submission information for form 5500 for 401k plan ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2019 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-226,305 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $23,714 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $95 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $202,686 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $95 |
| Other income received | 2019-12-31 | $23,714 |
| Net income (gross income less expenses) | 2019-12-31 | $23,619 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $202,686 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| 2018 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-1,691 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $202,686 |
| Total plan assets at beginning of year | 2018-12-31 | $204,377 |
| Other income received | 2018-12-31 | $-1,691 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,691 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $202,686 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $204,377 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $3,840 |
| Total plan assets at end of year | 2017-12-31 | $204,377 |
| Total plan assets at beginning of year | 2017-12-31 | $200,537 |
| Other income received | 2017-12-31 | $3,840 |
| Net income (gross income less expenses) | 2017-12-31 | $3,840 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $204,377 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $200,537 |
| 2016 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $5,700 |
| Total plan assets at end of year | 2016-12-31 | $200,537 |
| Total plan assets at beginning of year | 2016-12-31 | $194,837 |
| Other income received | 2016-12-31 | $5,700 |
| Net income (gross income less expenses) | 2016-12-31 | $5,700 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $200,537 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $194,837 |
| 2015 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-3,488 |
| Total plan assets at end of year | 2015-12-31 | $194,837 |
| Total plan assets at beginning of year | 2015-12-31 | $198,325 |
| Other income received | 2015-12-31 | $-3,488 |
| Net income (gross income less expenses) | 2015-12-31 | $-3,488 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $194,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $198,325 |
| 2014 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $6,367 |
| Total plan assets at end of year | 2014-12-31 | $198,325 |
| Total plan assets at beginning of year | 2014-12-31 | $191,958 |
| Other income received | 2014-12-31 | $6,367 |
| Net income (gross income less expenses) | 2014-12-31 | $6,367 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $198,325 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $191,958 |
| 2013 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $-17,021 |
| Total plan assets at end of year | 2013-12-31 | $191,958 |
| Total plan assets at beginning of year | 2013-12-31 | $208,979 |
| Other income received | 2013-12-31 | $-17,021 |
| Net income (gross income less expenses) | 2013-12-31 | $-17,021 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $191,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $208,979 |
| 2012 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $7,367 |
| Total plan assets at end of year | 2012-12-31 | $208,979 |
| Total plan assets at beginning of year | 2012-12-31 | $201,612 |
| Other income received | 2012-12-31 | $7,367 |
| Net income (gross income less expenses) | 2012-12-31 | $7,367 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $208,979 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $201,612 |
| 2011 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $8,772 |
| Total plan assets at end of year | 2011-12-31 | $201,612 |
| Total plan assets at beginning of year | 2011-12-31 | $192,840 |
| Other income received | 2011-12-31 | $8,772 |
| Net income (gross income less expenses) | 2011-12-31 | $8,772 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $201,612 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $192,840 |
| 2010 : ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $5,983 |
| Total plan assets at end of year | 2010-12-31 | $192,840 |
| Total plan assets at beginning of year | 2010-12-31 | $186,857 |
| Other income received | 2010-12-31 | $5,983 |
| Net income (gross income less expenses) | 2010-12-31 | $5,983 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $192,840 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $186,857 |
| 2019: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT L. SHAFER & ASSOCIATES, P.A. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
