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 DEFINED BENEFIT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : ROBERT R. SACHS DEFINED BENEFIT PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 14733 |
| Net assets as of the end of the plan year | 2025-10-09 | 1763008 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 1371896 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 412000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-09 | 0 |
| Other contributions to plan in this plan year | 2025-10-09 | 0 |
| Other income to plan in this plan year | 2025-10-09 | 123871 |
| Plan net income in this plan year | 2025-10-09 | 391112 |
| Net assets as of the end of the plan year | 2025-10-09 | 1763008 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 1371896 |
| Employer contributions to plan in this plan year | 2025-10-09 | 281974 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 14733 |
| 2024 : ROBERT R. SACHS DEFINED BENEFIT 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 | 13218 |
| Net assets as of the end of the plan year | 2024-09-05 | 1371896 |
| Total assets as of the beginning of the plan year | 2024-09-05 | 996168 |
| Value of plan covered by a fidelity bond | 2024-09-05 | 99617 |
| 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 | 133045 |
| Plan net income in this plan year | 2024-09-05 | 375728 |
| Net assets as of the end of the plan year | 2024-09-05 | 1371896 |
| Net assets as of the beginning of the plan year | 2024-09-05 | 996168 |
| Employer contributions to plan in this plan year | 2024-09-05 | 255901 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-05 | 13218 |
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