Logo

ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN
Plan identification number 001

ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 STEWART & ASSOCS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT STEWART & ASSOCS, P.C.
Employer identification number (EIN):860864935
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ROBERT STEWART2021-02-11 ROBERT STEWART2021-02-11
0012019-01-01ROBERT L STEWART JR2020-06-11 ROBERT L STEWART JR2020-06-11
0012018-01-01ROBERT L. STEWART JR.2019-06-24 ROBERT L. STEWART JR.2019-06-24
0012017-01-01ROBERT L. STEWART2018-06-13 ROBERT L. STEWART2018-06-13
0012016-01-01ROBERT L. STEWART JR.2017-06-13 ROBERT L. STEWART JR.2017-06-13
0012015-01-01ROBERT L. STEWART JR. ROBERT L. STEWART JR.2016-06-20
0012014-01-01ROBERT L. STEWART JR. ROBERT L. STEWART JR.2015-07-14
0012013-01-01ROBERT STEWART ROBERT STEWART2014-06-23
0012012-01-01ROBERT STEWART ROBERT STEWART2013-06-19
0012011-01-01ROBERT L. STEWART JR. ROBERT L. STEWART JR.2012-07-18

Financial Data on ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN

Measure Date Value
2015 : ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-14,848
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$462,442
Total plan assets at beginning of year2015-12-31$477,290
Other income received2015-12-31$-14,848
Net income (gross income less expenses)2015-12-31$-14,848
Net plan assets at end of year (total assets less liabilities)2015-12-31$462,442
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$477,290
Assets. Value of participant loans2015-12-31$47,743
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$29,196
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$471,890
Total plan assets at beginning of year2014-12-31$442,694
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$21,996
Net income (gross income less expenses)2014-12-31$29,196
Net plan assets at end of year (total assets less liabilities)2014-12-31$471,890
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$442,694
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$7,200
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$43,257
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$442,694
Total plan assets at beginning of year2013-12-31$399,437
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$43,257
Net income (gross income less expenses)2013-12-31$43,257
Net plan assets at end of year (total assets less liabilities)2013-12-31$442,694
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$399,437
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$-15,268
Expenses. Total of all expenses incurred2012-12-31$58,389
Benefits paid (including direct rollovers)2012-12-31$58,389
Total plan assets at end of year2012-12-31$399,437
Total plan assets at beginning of year2012-12-31$473,094
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-18,268
Net income (gross income less expenses)2012-12-31$-73,657
Net plan assets at end of year (total assets less liabilities)2012-12-31$399,437
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$473,094
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$3,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-43,490
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$473,094
Total plan assets at beginning of year2011-12-31$516,584
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-46,990
Net income (gross income less expenses)2011-12-31$-43,490
Net plan assets at end of year (total assets less liabilities)2011-12-31$473,094
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$516,584
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$3,500
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$7,382
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$516,584
Total plan assets at beginning of year2010-12-31$509,202
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$3,382
Net income (gross income less expenses)2010-12-31$7,382
Net plan assets at end of year (total assets less liabilities)2010-12-31$516,584
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$509,202
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$4,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN

2015: ROBERT STEWART & ASSOCS, P.C. 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 STEWART & ASSOCS, P.C. 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
2013: ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: ROBERT STEWART & ASSOCS, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1