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JOHN BOBO & FELICE KATZ BOBO LLC 401(K) PLAN 401k Plan overview

Plan NameJOHN BOBO & FELICE KATZ BOBO LLC 401(K) PLAN
Plan identification number 003

JOHN BOBO & FELICE KATZ BOBO LLC 401(K) 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

JOHN BOBO & FELICE KATZ BOBO LLC has sponsored the creation of one or more 401k plans.

Company Name:JOHN BOBO & FELICE KATZ BOBO LLC
Employer identification number (EIN):813377429
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN BOBO & FELICE KATZ BOBO LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JOHN BOBO2024-11-07
0032022-01-01FELICE KATZ-BOBO2023-05-16
0032021-01-01FELICE KATZ-BOBO2022-05-11
0032020-01-01FELICE KATZ-BOBO2021-09-24

Plan Statistics for JOHN BOBO & FELICE KATZ BOBO LLC 401(K) PLAN

401k plan membership statisitcs for JOHN BOBO & FELICE KATZ BOBO LLC 401(K) PLAN

Measure Date Value
2024: JOHN BOBO & FELICE KATZ BOBO LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-11-072
Total number of particpants at end of year2024-11-072
Number of Participants With Account Balances2024-11-072
2022: JOHN BOBO & FELICE KATZ BOBO LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-113
Total number of particpants at end of year2022-05-113
Number of Participants With Account Balances2022-05-112

Financial Data on JOHN BOBO & FELICE KATZ BOBO LLC 401(K) PLAN

Measure Date Value
2024 : JOHN BOBO & FELICE KATZ BOBO LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-11-070
Total liabilities as of the end of the plan year2024-11-070
Total liabilities as of the beginning of the plan year2024-11-070
Total expenses incurred by plan in this plan year2024-11-078517
Net assets as of the end of the plan year2024-11-07457766
Total assets as of the beginning of the plan year2024-11-07386274
Participant contributions to plan in this plan year2024-11-0754000
Other expenses paid from plan in this plan year2024-11-070
Other contributions to plan in this plan year2024-11-070
Other income to plan in this plan year2024-11-072489
Plan net income in this plan year2024-11-0771492
Net assets as of the end of the plan year2024-11-07457766
Net assets as of the beginning of the plan year2024-11-07386274
Employer contributions to plan in this plan year2024-11-0723520
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-078517
2022 : JOHN BOBO & FELICE KATZ BOBO LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-114747
Net assets as of the end of the plan year2022-05-11368446
Total assets as of the beginning of the plan year2022-05-11127000
Participant contributions to plan in this plan year2022-05-1152000
Other contributions to plan in this plan year2022-05-11169156
Other income to plan in this plan year2022-05-1125037
Plan net income in this plan year2022-05-11241446
Net assets as of the end of the plan year2022-05-11368446
Net assets as of the beginning of the plan year2022-05-11127000
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-114747

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