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ROBERT R. SAVKO PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT R. SAVKO PROFIT SHARING PLAN
Plan identification number 001

ROBERT R. SAVKO PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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. SAVKO has sponsored the creation of one or more 401k plans.

Company Name:ROBERT R. SAVKO
Employer identification number (EIN):611105469
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R. SAVKO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT SAVKO2024-03-19
0012022-01-01ROBERT SAVKO2023-05-09 ROBERT SAVKO2023-05-09
0012021-01-01ROBERT SAVKO2022-05-12 ROBERT SAVKO2022-05-12
0012020-01-01ROBERT R. SAVKO2021-07-16
0012019-01-01ROBERT R. SAVKO2020-07-13
0012018-01-01ROBERT R. SAVKO2019-07-25
0012017-01-01ROBERT R. SAVKO2018-07-19 ROBERT R. SAVKO2018-07-19
0012016-01-01ROBERT R. SAVKO2017-06-19 ROBERT R. SAVKO2017-06-19
0012015-01-01ROBERT R. SAVKO2016-05-06 ROBERT R. SAVKO2016-05-06
0012014-01-01ROBERT R. SAVKO2015-06-20
0012013-01-01ROBERT R. SAVKO2014-06-04 ROBERT R. SAVKO2014-06-04
0012012-01-01ROBERT R. SAVKO2013-06-19 ROBERT R. SAVKO2013-06-19
0012011-01-01ROBERT R. SAVKO2012-06-14 ROBERT R. SAVKO2012-06-14
0012010-01-01ROBERT R. SAVKO2011-06-22 ROBERT R. SAVKO2011-06-22

Financial Data on ROBERT R. SAVKO PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT R. SAVKO PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-21800000
Net assets as of the end of the plan year2025-10-211240475
Total assets as of the beginning of the plan year2025-10-211824363
Value of plan covered by a fidelity bond2025-10-21200000
Other income to plan in this plan year2025-10-21192112
Plan net income in this plan year2025-10-21-583888
Net assets as of the end of the plan year2025-10-211240475
Net assets as of the beginning of the plan year2025-10-211824363
Employer contributions to plan in this plan year2025-10-2124000
2024 : ROBERT R. SAVKO PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-190
Total liabilities as of the beginning of the plan year2024-03-190
Total expenses incurred by plan in this plan year2024-03-190
Net assets as of the end of the plan year2024-03-191825363
Total assets as of the beginning of the plan year2024-03-191539486
Value of plan covered by a fidelity bond2024-03-19200000
Participant contributions to plan in this plan year2024-03-190
Other expenses paid from plan in this plan year2024-03-190
Other contributions to plan in this plan year2024-03-190
Other income to plan in this plan year2024-03-19261877
Plan net income in this plan year2024-03-19285877
Net assets as of the end of the plan year2024-03-191825363
Net assets as of the beginning of the plan year2024-03-191539486
Employer contributions to plan in this plan year2024-03-1924000
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-190
2022 : ROBERT R. SAVKO PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-120
Net assets as of the end of the plan year2022-05-121696450
Total assets as of the beginning of the plan year2022-05-121344361
Value of plan covered by a fidelity bond2022-05-12200000
Other income to plan in this plan year2022-05-12328089
Plan net income in this plan year2022-05-12352089
Net assets as of the end of the plan year2022-05-121696450
Net assets as of the beginning of the plan year2022-05-121344361
Employer contributions to plan in this plan year2022-05-1224000

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