ROBERT R. SACHS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT R. SACHS 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : ROBERT R. SACHS 401(K) PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-11 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-11 | 2348 |
| Net assets as of the end of the plan year | 2025-09-11 | 231652 |
| Total assets as of the beginning of the plan year | 2025-09-11 | 193630 |
| Value of plan covered by a fidelity bond | 2025-09-11 | 19363 |
| Participant contributions to plan in this plan year | 2025-09-11 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-11 | 0 |
| Other contributions to plan in this plan year | 2025-09-11 | 0 |
| Other income to plan in this plan year | 2025-09-11 | 19670 |
| Plan net income in this plan year | 2025-09-11 | 38022 |
| Net assets as of the end of the plan year | 2025-09-11 | 231652 |
| Net assets as of the beginning of the plan year | 2025-09-11 | 193630 |
| Employer contributions to plan in this plan year | 2025-09-11 | 20700 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-11 | 2348 |
| 2024 : ROBERT R. SACHS 401(K) PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-05 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-05 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-05 | 2151 |
| Net assets as of the end of the plan year | 2024-09-05 | 193630 |
| Total assets as of the beginning of the plan year | 2024-09-05 | 154370 |
| Value of plan covered by a fidelity bond | 2024-09-05 | 15437 |
| Participant contributions to plan in this plan year | 2024-09-05 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-05 | 0 |
| Other contributions to plan in this plan year | 2024-09-05 | 0 |
| Other income to plan in this plan year | 2024-09-05 | 20651 |
| Plan net income in this plan year | 2024-09-05 | 39260 |
| Net assets as of the end of the plan year | 2024-09-05 | 193630 |
| Net assets as of the beginning of the plan year | 2024-09-05 | 154370 |
| Employer contributions to plan in this plan year | 2024-09-05 | 20760 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-05 | 2151 |
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