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JEFFREY D. BARTOLINO KEOGH PLAN 401k Plan overview

Plan NameJEFFREY D. BARTOLINO KEOGH PLAN
Plan identification number 001

JEFFREY D. BARTOLINO KEOGH PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JEFFREY D. BARTOLINO has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY D. BARTOLINO
Employer identification number (EIN):860420954
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. BARTOLINO KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01MARTY OSHEA
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARTY OSHEA
0012016-01-01MARTY OSHEA
0012015-01-01MARTY OSHEA
0012014-01-01MARTY OSHEA
0012013-01-01MARTY OSHEA
0012012-01-01MARTY OSHEA
0012011-01-01MARTY OSHEA
0012010-01-01MARTY OSHEA
0012009-01-01MARTY OSHEA

Financial Data on JEFFREY D. BARTOLINO KEOGH PLAN

Measure Date Value
2021 : JEFFREY D. BARTOLINO KEOGH PLAN 2021 401k financial data
Total income from all sources2021-12-31$158,305
Expenses. Total of all expenses incurred2021-12-31$1,181,342
Benefits paid (including direct rollovers)2021-12-31$1,181,342
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$1,023,037
Other income received2021-12-31$158,305
Net income (gross income less expenses)2021-12-31$-1,023,037
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$1,023,037
2020 : JEFFREY D. BARTOLINO KEOGH PLAN 2020 401k financial data
Total income from all sources2020-12-31$168,649
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$1,023,037
Total plan assets at beginning of year2020-12-31$854,388
Other income received2020-12-31$168,649
Net income (gross income less expenses)2020-12-31$168,649
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,023,037
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$854,388
2019 : JEFFREY D. BARTOLINO KEOGH PLAN 2019 401k financial data
Total income from all sources2019-12-31$26,172
Expenses. Total of all expenses incurred2019-12-31$32,261
Benefits paid (including direct rollovers)2019-12-31$32,261
Total plan assets at end of year2019-12-31$854,388
Total plan assets at beginning of year2019-12-31$860,477
Other income received2019-12-31$16,742
Net income (gross income less expenses)2019-12-31$-6,089
Net plan assets at end of year (total assets less liabilities)2019-12-31$854,388
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$860,477
Total contributions received or receivable from employer(s)2019-12-31$9,430
2018 : JEFFREY D. BARTOLINO KEOGH PLAN 2018 401k financial data
Total income from all sources2018-12-31$5,562
Expenses. Total of all expenses incurred2018-12-31$6,865
Total plan assets at end of year2018-12-31$860,477
Total plan assets at beginning of year2018-12-31$861,780
Expenses. Other expenses not covered elsewhere2018-12-31$6,865
Net income (gross income less expenses)2018-12-31$-1,303
Net plan assets at end of year (total assets less liabilities)2018-12-31$860,477
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$861,780
Total contributions received or receivable from employer(s)2018-12-31$5,562
2017 : JEFFREY D. BARTOLINO KEOGH PLAN 2017 401k financial data
Total income from all sources2017-12-31$114,278
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$861,780
Total plan assets at beginning of year2017-12-31$747,502
Other income received2017-12-31$105,210
Net income (gross income less expenses)2017-12-31$114,278
Net plan assets at end of year (total assets less liabilities)2017-12-31$861,780
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$747,502
Total contributions received or receivable from employer(s)2017-12-31$9,068
2016 : JEFFREY D. BARTOLINO KEOGH PLAN 2016 401k financial data
Total income from all sources2016-12-31$49,453
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$747,502
Total plan assets at beginning of year2016-12-31$698,049
Other income received2016-12-31$39,266
Net income (gross income less expenses)2016-12-31$49,453
Net plan assets at end of year (total assets less liabilities)2016-12-31$747,502
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$698,049
Total contributions received or receivable from employer(s)2016-12-31$10,187
2015 : JEFFREY D. BARTOLINO KEOGH PLAN 2015 401k financial data
Total income from all sources2015-12-31$8,088
Expenses. Total of all expenses incurred2015-12-31$25,644
Total plan assets at end of year2015-12-31$698,049
Total plan assets at beginning of year2015-12-31$715,605
Expenses. Other expenses not covered elsewhere2015-12-31$25,644
Net income (gross income less expenses)2015-12-31$-17,556
Net plan assets at end of year (total assets less liabilities)2015-12-31$698,049
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$715,605
Total contributions received or receivable from employer(s)2015-12-31$8,088
2014 : JEFFREY D. BARTOLINO KEOGH PLAN 2014 401k financial data
Total income from all sources2014-12-31$46,264
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$715,605
Total plan assets at beginning of year2014-12-31$669,341
Other income received2014-12-31$39,991
Net income (gross income less expenses)2014-12-31$46,264
Net plan assets at end of year (total assets less liabilities)2014-12-31$715,605
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$669,341
Total contributions received or receivable from employer(s)2014-12-31$6,273
2013 : JEFFREY D. BARTOLINO KEOGH PLAN 2013 401k financial data
Total income from all sources2013-12-31$106,951
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$669,341
Total plan assets at beginning of year2013-12-31$562,390
Other income received2013-12-31$97,444
Net income (gross income less expenses)2013-12-31$106,951
Net plan assets at end of year (total assets less liabilities)2013-12-31$669,341
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$562,390
Total contributions received or receivable from employer(s)2013-12-31$9,507
2012 : JEFFREY D. BARTOLINO KEOGH PLAN 2012 401k financial data
Total income from all sources2012-12-31$44,624
Total plan assets at end of year2012-12-31$562,390
Total plan assets at beginning of year2012-12-31$517,766
Other income received2012-12-31$35,307
Net income (gross income less expenses)2012-12-31$44,624
Net plan assets at end of year (total assets less liabilities)2012-12-31$562,390
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$517,766
Total contributions received or receivable from employer(s)2012-12-31$9,317
2011 : JEFFREY D. BARTOLINO KEOGH PLAN 2011 401k financial data
Total income from all sources2011-12-31$19,598
Total plan assets at end of year2011-12-31$517,766
Total plan assets at beginning of year2011-12-31$498,168
Other income received2011-12-31$6,831
Net income (gross income less expenses)2011-12-31$19,598
Net plan assets at end of year (total assets less liabilities)2011-12-31$517,766
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$498,168
Total contributions received or receivable from employer(s)2011-12-31$12,767
2010 : JEFFREY D. BARTOLINO KEOGH PLAN 2010 401k financial data
Total income from all sources2010-12-31$52,051
Total plan assets at end of year2010-12-31$498,168
Total plan assets at beginning of year2010-12-31$446,117
Other income received2010-12-31$41,807
Net income (gross income less expenses)2010-12-31$52,051
Net plan assets at end of year (total assets less liabilities)2010-12-31$498,168
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$446,117
Total contributions received or receivable from employer(s)2010-12-31$10,244

Form 5500 Responses for JEFFREY D. BARTOLINO KEOGH PLAN

2021: JEFFREY D. BARTOLINO KEOGH 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 filingYes
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: JEFFREY D. BARTOLINO KEOGH 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: JEFFREY D. BARTOLINO KEOGH 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: JEFFREY D. BARTOLINO KEOGH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
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: JEFFREY D. BARTOLINO KEOGH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
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
2016: JEFFREY D. BARTOLINO KEOGH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEFFREY D. BARTOLINO KEOGH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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: JEFFREY D. BARTOLINO KEOGH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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
2013: JEFFREY D. BARTOLINO KEOGH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEFFREY D. BARTOLINO KEOGH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEFFREY D. BARTOLINO KEOGH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JEFFREY D. BARTOLINO KEOGH PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JEFFREY D. BARTOLINO KEOGH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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