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ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT W. YARRA 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 W. YARRA, A PROFESSIONAL LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W. YARRA, A PROFESSIONAL LAW CORPORATION
Employer identification number (EIN):770485986
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W. YARRA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ALFONSO RIVAS2023-10-10
0012021-01-01H.TY KHARAZI2022-10-04 H.TY KHARAZI2022-10-04
0012020-01-01H. TY KHARAZI2021-10-11 H. TY KHARAZI2021-10-11
0012019-01-01H. TY KHARAZI2020-09-15 H. TY KHARAZI2020-09-15
0012018-01-01H. TY KHARAZI2019-09-24 H. TY KHARAZI2019-09-24
0012017-01-01H. TY KHARAZI2019-09-12 H. TY KHARAZI2019-09-12
0012015-01-01
0012014-01-01
0012014-01-01

Plan Statistics for ROBERT W. YARRA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT W. YARRA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0165
Total number of active participants reported on line 7a of the Form 55002022-01-0140
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-0172
Total participants2022-01-0172
Number of participants with account balances2022-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0152
Total number of active participants reported on line 7a of the Form 55002021-01-0143
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0164
Number of participants with account balances2021-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0148
Total number of active participants reported on line 7a of the Form 55002020-01-0137
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0151
Number of participants with account balances2020-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0149
Total number of active participants reported on line 7a of the Form 55002019-01-0141
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0148
Number of participants with account balances2019-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-0140
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0148
Number of participants with account balances2018-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0146
Total number of active participants reported on line 7a of the Form 55002017-01-0141
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0146
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2015: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0142
Total number of active participants reported on line 7a of the Form 55002015-01-0142
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0146
Number of participants with account balances2015-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0142
Total number of active participants reported on line 7a of the Form 55002014-01-0138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0142
Number of participants with account balances2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on ROBERT W. YARRA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$224,900
Expenses. Total of all expenses incurred2022-12-31$38,239
Benefits paid (including direct rollovers)2022-12-31$32,602
Total plan assets at end of year2022-12-31$2,809,077
Total plan assets at beginning of year2022-12-31$2,622,416
Value of fidelity bond covering the plan2022-12-31$281,000
Total contributions received or receivable from participants2022-12-31$70,014
Assets. Value of loans (other than to participants)2022-12-31$85,000
Contributions received from other sources (not participants or employers)2022-12-31$517,215
Other income received2022-12-31$-392,255
Net income (gross income less expenses)2022-12-31$186,661
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,809,077
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,622,416
Total contributions received or receivable from employer(s)2022-12-31$29,926
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,637
2021 : ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$529,044
Expenses. Total of all expenses incurred2021-12-31$9,277
Benefits paid (including direct rollovers)2021-12-31$3,104
Total plan assets at end of year2021-12-31$2,622,416
Total plan assets at beginning of year2021-12-31$2,102,649
Value of fidelity bond covering the plan2021-12-31$265,000
Total contributions received or receivable from participants2021-12-31$109,829
Assets. Value of loans (other than to participants)2021-12-31$85,000
Other income received2021-12-31$270,910
Net income (gross income less expenses)2021-12-31$519,767
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,622,416
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,102,649
Total contributions received or receivable from employer(s)2021-12-31$148,305
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$573,221
Expenses. Total of all expenses incurred2020-12-31$245,572
Benefits paid (including direct rollovers)2020-12-31$243,567
Total plan assets at end of year2020-12-31$2,102,649
Total plan assets at beginning of year2020-12-31$1,775,000
Value of fidelity bond covering the plan2020-12-31$211,000
Total contributions received or receivable from participants2020-12-31$113,947
Assets. Value of loans (other than to participants)2020-12-31$85,000
Other income received2020-12-31$253,838
Net income (gross income less expenses)2020-12-31$327,649
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,102,649
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,775,000
Total contributions received or receivable from employer(s)2020-12-31$205,436
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,005
2019 : ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$511,763
Expenses. Total of all expenses incurred2019-12-31$11,417
Benefits paid (including direct rollovers)2019-12-31$10,447
Total plan assets at end of year2019-12-31$1,775,000
Total plan assets at beginning of year2019-12-31$1,274,654
Value of fidelity bond covering the plan2019-12-31$180,000
Total contributions received or receivable from participants2019-12-31$84,134
Assets. Value of loans (other than to participants)2019-12-31$85,000
Other income received2019-12-31$219,325
Net income (gross income less expenses)2019-12-31$500,346
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,775,000
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,274,654
Total contributions received or receivable from employer(s)2019-12-31$208,304
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$970
2018 : ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$230,458
Expenses. Total of all expenses incurred2018-12-31$84,846
Benefits paid (including direct rollovers)2018-12-31$84,176
Total plan assets at end of year2018-12-31$1,274,654
Total plan assets at beginning of year2018-12-31$1,129,042
Value of fidelity bond covering the plan2018-12-31$85,000
Total contributions received or receivable from participants2018-12-31$83,570
Assets. Value of loans (other than to participants)2018-12-31$85,000
Other income received2018-12-31$-52,175
Net income (gross income less expenses)2018-12-31$145,612
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,274,654
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,129,042
Total contributions received or receivable from employer(s)2018-12-31$199,063
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$670
2015 : ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$116,612
Expenses. Total of all expenses incurred2015-12-31$2,382
Benefits paid (including direct rollovers)2015-12-31$191
Total plan assets at end of year2015-12-31$763,752
Total plan assets at beginning of year2015-12-31$649,522
Value of fidelity bond covering the plan2015-12-31$85,000
Total contributions received or receivable from participants2015-12-31$81,464
Assets. Value of loans (other than to participants)2015-12-31$85,000
Other income received2015-12-31$-743
Net income (gross income less expenses)2015-12-31$114,230
Net plan assets at end of year (total assets less liabilities)2015-12-31$763,752
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$649,522
Total contributions received or receivable from employer(s)2015-12-31$35,891
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,191
2014 : ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$133,126
Expenses. Total of all expenses incurred2014-12-31$23,873
Benefits paid (including direct rollovers)2014-12-31$22,760
Total plan assets at end of year2014-12-31$649,522
Total plan assets at beginning of year2014-12-31$540,269
Value of fidelity bond covering the plan2014-12-31$85,000
Total contributions received or receivable from participants2014-12-31$66,440
Assets. Value of loans (other than to participants)2014-12-31$85,000
Other income received2014-12-31$36,569
Net income (gross income less expenses)2014-12-31$109,253
Net plan assets at end of year (total assets less liabilities)2014-12-31$649,522
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$540,269
Total contributions received or receivable from employer(s)2014-12-31$30,117
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,113

Form 5500 Responses for ROBERT W. YARRA 401(K) PROFIT SHARING PLAN

2022: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 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 filingNo
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 W. YARRA 401(K) PROFIT SHARING PLAN 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 W. YARRA 401(K) PROFIT SHARING PLAN 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 W. YARRA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2015: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT W. YARRA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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