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ROBERT J. TRAUTMAN, JR PROFIT SHARING 401k Plan overview

Plan NameROBERT J. TRAUTMAN, JR PROFIT SHARING
Plan identification number 001

ROBERT J. TRAUTMAN, JR PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

ROBERT J. TRAUTMAN, JR. MD has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. TRAUTMAN, JR. MD
Employer identification number (EIN):621115695
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. TRAUTMAN, JR PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBERT J. TRAUTMAN, JR.
0012017-01-01ROBERT J. TRAUTMAN, JR.
0012016-01-01ROBERT J. TRAUTMAN, JR.
0012015-01-01ROBERT J. TRAUTMAN, JR.
0012014-01-01ROBERT J. TRAUTMAN, JR.
0012013-01-01ROBERT J. TRAUTMAN, JR.
0012012-01-01ROBERT J. TRAUTMAN, JR.
0012011-01-01ROBERT J TRAUTMAN JR
0012009-01-01ROBERT J TRAUTMAN JR

Plan Statistics for ROBERT J. TRAUTMAN, JR PROFIT SHARING

401k plan membership statisitcs for ROBERT J. TRAUTMAN, JR PROFIT SHARING

Measure Date Value
2021: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
2011: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015

Financial Data on ROBERT J. TRAUTMAN, JR PROFIT SHARING

Measure Date Value
2021 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2021 401k financial data
Transfers to/from the plan2021-12-31$-3,388,781
Total income from all sources2021-12-31$371,512
Expenses. Total of all expenses incurred2021-12-31$124,000
Benefits paid (including direct rollovers)2021-12-31$124,000
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$3,141,269
Other income received2021-12-31$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 sources2020-12-31$345,420
Expenses. Total of all expenses incurred2020-12-31$162,000
Benefits paid (including direct rollovers)2020-12-31$162,000
Total plan assets at end of year2020-12-31$3,141,269
Total plan assets at beginning of year2020-12-31$2,957,849
Other income received2020-12-31$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 sources2019-12-31$552,959
Expenses. Total of all expenses incurred2019-12-31$91,227
Benefits paid (including direct rollovers)2019-12-31$91,227
Total plan assets at end of year2019-12-31$2,957,849
Total plan assets at beginning of year2019-12-31$2,496,117
Other income received2019-12-31$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$2,496,117
2018 : ROBERT J. TRAUTMAN, JR PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$-123,385
Expenses. Total of all expenses incurred2018-12-31$4,450
Benefits paid (including direct rollovers)2018-12-31$4,450
Total plan assets at end of year2018-12-31$2,496,117
Total plan assets at beginning of year2018-12-31$2,623,952
Other income received2018-12-31$-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 sources2017-12-31$409,407
Expenses. Total of all expenses incurred2017-12-31$75,129
Benefits paid (including direct rollovers)2017-12-31$75,129
Total plan assets at end of year2017-12-31$2,623,952
Total plan assets at beginning of year2017-12-31$2,289,674
Other income received2017-12-31$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 sources2016-12-31$239,707
Expenses. Total of all expenses incurred2016-12-31$5,100
Benefits paid (including direct rollovers)2016-12-31$5,100
Total plan assets at end of year2016-12-31$2,289,674
Total plan assets at beginning of year2016-12-31$2,055,067
Other income received2016-12-31$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 sources2015-12-31$52,966
Expenses. Total of all expenses incurred2015-12-31$11,000
Benefits paid (including direct rollovers)2015-12-31$11,000
Total plan assets at end of year2015-12-31$2,055,067
Total plan assets at beginning of year2015-12-31$2,013,101
Other income received2015-12-31$-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 sources2014-12-31$194,530
Expenses. Total of all expenses incurred2014-12-31$7,100
Benefits paid (including direct rollovers)2014-12-31$7,100
Total plan assets at end of year2014-12-31$2,013,101
Total plan assets at beginning of year2014-12-31$1,825,671
Other income received2014-12-31$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 sources2013-12-31$283,357
Expenses. Total of all expenses incurred2013-12-31$8,200
Benefits paid (including direct rollovers)2013-12-31$8,200
Total plan assets at end of year2013-12-31$1,825,671
Total plan assets at beginning of year2013-12-31$1,550,514
Other income received2013-12-31$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 sources2012-12-31$180,499
Total plan assets at end of year2012-12-31$1,550,514
Total plan assets at beginning of year2012-12-31$1,370,015
Other income received2012-12-31$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 sources2011-12-31$119,545
Expenses. Total of all expenses incurred2011-12-31$78,770
Benefits paid (including direct rollovers)2011-12-31$78,770
Total plan assets at end of year2011-12-31$1,370,015
Total plan assets at beginning of year2011-12-31$1,329,240
Other income received2011-12-31$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 sources2010-12-31$188,242
Expenses. Total of all expenses incurred2010-12-31$16,176
Benefits paid (including direct rollovers)2010-12-31$16,176
Total plan assets at end of year2010-12-31$1,329,240
Total plan assets at beginning of year2010-12-31$1,157,174
Other income received2010-12-31$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

Form 5500 Responses for ROBERT J. TRAUTMAN, JR PROFIT SHARING

2021: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT J. TRAUTMAN, JR PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT J. TRAUTMAN, JR PROFIT SHARING 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 J. TRAUTMAN, JR PROFIT SHARING 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 J. TRAUTMAN, JR PROFIT SHARING 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 J. TRAUTMAN, JR PROFIT SHARING 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 J. TRAUTMAN, JR PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT J. TRAUTMAN, JR PROFIT SHARING 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 J. TRAUTMAN, JR PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT J. TRAUTMAN, JR PROFIT SHARING 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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