401k Plan data: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN plan

RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 401k Plan overview

Plan Name	RICHARD J TROBERMAN PS MONEY PURCHASE PLAN
Plan identification number	002

RICHARD J TROBERMAN PS MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

RICHARD J. TROBERMAN, PS has sponsored the creation of one or more 401k plans.

Company Name: RICHARD J. TROBERMAN, PS

Employer identification number (EIN): 911155801

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD J TROBERMAN PS MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-10-01
002 2013-10-01
002 2012-10-01 RICHARD J TROBERMAN
002 2009-10-01 RICHARD J TROBERMAN

Plan Statistics for RICHARD J TROBERMAN PS MONEY PURCHASE PLAN

401k plan membership statisitcs for RICHARD J TROBERMAN PS MONEY PURCHASE PLAN

Measure Date Value
2014: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 0
Total of all active and inactive participants 2014-10-01 0
Total participants 2014-10-01 0
2013: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 1
Total of all active and inactive participants 2013-10-01 1
Total participants 2013-10-01 1
2012: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 1
Total of all active and inactive participants 2012-10-01 1
Total participants 2012-10-01 1
2009: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 1
Total of all active and inactive participants 2009-10-01 1
Total participants 2009-10-01 1

Measure	Date	Value
2014: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	0
Total of all active and inactive participants	2014-10-01	0
Total participants	2014-10-01	0
2013: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	1
Total of all active and inactive participants	2013-10-01	1
Total participants	2013-10-01	1
2012: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	1
Total of all active and inactive participants	2012-10-01	1
Total participants	2012-10-01	1
2009: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	1
Total of all active and inactive participants	2009-10-01	1
Total participants	2009-10-01	1

Financial Data on RICHARD J TROBERMAN PS MONEY PURCHASE PLAN

Measure	Date	Value
2015 : RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$98,188
Expenses. Total of all expenses incurred	2015-09-30	$725,924
Benefits paid (including direct rollovers)	2015-09-30	$725,784
Total plan assets at beginning of year	2015-09-30	$627,736
Other income received	2015-09-30	$98,188
Net income (gross income less expenses)	2015-09-30	$-627,736
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$627,736
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$140
2014 : RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$60,243
Expenses. Total of all expenses incurred	2014-09-30	$160
Total plan assets at end of year	2014-09-30	$627,736
Total plan assets at beginning of year	2014-09-30	$567,653
Other income received	2014-09-30	$60,243
Net income (gross income less expenses)	2014-09-30	$60,083
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$627,736
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$567,653
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$160
2013 : RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$114,024
Expenses. Total of all expenses incurred	2013-09-30	$9
Total plan assets at end of year	2013-09-30	$567,653
Total plan assets at beginning of year	2013-09-30	$453,638
Other income received	2013-09-30	$114,024
Net income (gross income less expenses)	2013-09-30	$114,015
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$567,653
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$453,638
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$9
2011 : RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$27,785
Expenses. Total of all expenses incurred	2011-09-30	$62
Total plan assets at end of year	2011-09-30	$379,853
Total plan assets at beginning of year	2011-09-30	$352,130
Other income received	2011-09-30	$27,785
Net income (gross income less expenses)	2011-09-30	$27,723
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$379,853
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$352,130
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$62

Form 5500 Responses for RICHARD J TROBERMAN PS MONEY PURCHASE PLAN

2014: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	This submission is the final filing	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD J TROBERMAN PS MONEY PURCHASE PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	This submission is the final filing	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD J. TROBERMAN, PS
Employer identification number (EIN):	911155801
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers