ROBERT J. TRAUTMAN, JR. MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J. TRAUTMAN, JR PROFIT SHARING
| Measure | Date | Value |
|---|
| 2021 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-3,388,781 |
| Total income from all sources | 2021-12-31 | $371,512 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $124,000 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $124,000 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $3,141,269 |
| Other income received | 2021-12-31 | $371,512 |
| Net income (gross income less expenses) | 2021-12-31 | $247,512 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,141,269 |
| 2020 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $345,420 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $162,000 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $162,000 |
| Total plan assets at end of year | 2020-12-31 | $3,141,269 |
| Total plan assets at beginning of year | 2020-12-31 | $2,957,849 |
| Other income received | 2020-12-31 | $345,420 |
| Net income (gross income less expenses) | 2020-12-31 | $183,420 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,141,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,957,849 |
| 2019 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $552,959 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $91,227 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $91,227 |
| Total plan assets at end of year | 2019-12-31 | $2,957,849 |
| Total plan assets at beginning of year | 2019-12-31 | $2,496,117 |
| Other income received | 2019-12-31 | $552,959 |
| Net income (gross income less expenses) | 2019-12-31 | $461,732 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,957,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,496,117 |
| 2018 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-123,385 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $4,450 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $4,450 |
| Total plan assets at end of year | 2018-12-31 | $2,496,117 |
| Total plan assets at beginning of year | 2018-12-31 | $2,623,952 |
| Other income received | 2018-12-31 | $-153,684 |
| Net income (gross income less expenses) | 2018-12-31 | $-127,835 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,496,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,623,952 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $30,299 |
| 2017 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $409,407 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $75,129 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $75,129 |
| Total plan assets at end of year | 2017-12-31 | $2,623,952 |
| Total plan assets at beginning of year | 2017-12-31 | $2,289,674 |
| Other income received | 2017-12-31 | $360,196 |
| Net income (gross income less expenses) | 2017-12-31 | $334,278 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,623,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,289,674 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $49,211 |
| 2016 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $239,707 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,100 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $5,100 |
| Total plan assets at end of year | 2016-12-31 | $2,289,674 |
| Total plan assets at beginning of year | 2016-12-31 | $2,055,067 |
| Other income received | 2016-12-31 | $186,024 |
| Net income (gross income less expenses) | 2016-12-31 | $234,607 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,289,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,055,067 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $53,683 |
| 2015 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $52,966 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $11,000 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $11,000 |
| Total plan assets at end of year | 2015-12-31 | $2,055,067 |
| Total plan assets at beginning of year | 2015-12-31 | $2,013,101 |
| Other income received | 2015-12-31 | $-1,409 |
| Net income (gross income less expenses) | 2015-12-31 | $41,966 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,055,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,013,101 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $54,375 |
| 2014 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $194,530 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $7,100 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $7,100 |
| Total plan assets at end of year | 2014-12-31 | $2,013,101 |
| Total plan assets at beginning of year | 2014-12-31 | $1,825,671 |
| Other income received | 2014-12-31 | $140,142 |
| Net income (gross income less expenses) | 2014-12-31 | $187,430 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,013,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,825,671 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $54,388 |
| 2013 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $283,357 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $8,200 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $8,200 |
| Total plan assets at end of year | 2013-12-31 | $1,825,671 |
| Total plan assets at beginning of year | 2013-12-31 | $1,550,514 |
| Other income received | 2013-12-31 | $228,932 |
| Net income (gross income less expenses) | 2013-12-31 | $275,157 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,825,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,550,514 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $54,425 |
| 2012 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $180,499 |
| Total plan assets at end of year | 2012-12-31 | $1,550,514 |
| Total plan assets at beginning of year | 2012-12-31 | $1,370,015 |
| Other income received | 2012-12-31 | $134,843 |
| Net income (gross income less expenses) | 2012-12-31 | $180,499 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,550,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,370,015 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $45,656 |
| 2011 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $119,545 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $78,770 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $78,770 |
| Total plan assets at end of year | 2011-12-31 | $1,370,015 |
| Total plan assets at beginning of year | 2011-12-31 | $1,329,240 |
| Other income received | 2011-12-31 | $72,960 |
| Net income (gross income less expenses) | 2011-12-31 | $40,775 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,370,015 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,329,240 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $46,585 |
| 2010 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $188,242 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $16,176 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $16,176 |
| Total plan assets at end of year | 2010-12-31 | $1,329,240 |
| Total plan assets at beginning of year | 2010-12-31 | $1,157,174 |
| Other income received | 2010-12-31 | $140,660 |
| Net income (gross income less expenses) | 2010-12-31 | $172,066 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,329,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,157,174 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $47,582 |
| 2021: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT J. TRAUTMAN, JR PROFIT SHARING 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 J. TRAUTMAN, JR PROFIT SHARING 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 J. TRAUTMAN, JR PROFIT SHARING 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 J. TRAUTMAN, JR PROFIT SHARING 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT J. TRAUTMAN, JR PROFIT SHARING 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 J. TRAUTMAN, JR PROFIT SHARING 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT J. TRAUTMAN, JR PROFIT SHARING 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 |
| 2009: ROBERT J. TRAUTMAN, JR PROFIT SHARING 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 |