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Plan Name | ROBERT L. STACY, CPA, LLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ROBERT L. STACY, CPA, LLC |
Employer identification number (EIN): | 931275338 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about ROBERT L. STACY, CPA, LLC
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1999-08-18 |
Company Identification Number: | 70593182 |
Legal Registered Office Address: |
4255 CORDON RD NE SALEM United States of America (USA) 97305 |
More information about ROBERT L. STACY, CPA, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ROBERT L STACY | 2018-09-16 | ROBERT L STACY | 2018-09-16 |
001 | 2016-01-01 | ROBERT L STACY | 2017-10-15 | ROBERT L STACY | 2017-10-15 |
001 | 2015-01-01 | ROBERT L STACY | 2016-09-11 | ROBERT L STACY | 2016-09-11 |
001 | 2014-01-01 | ROBERT L STACY | 2015-10-12 | ROBERT L STACY | 2015-10-12 |
001 | 2013-01-01 | ROBERT L STACY | 2014-10-11 | ROBERT L STACY | 2014-10-11 |
001 | 2012-01-01 | ROBERT STACY | 2013-10-03 | ||
001 | 2011-01-01 | ROBERT STACY | 2012-10-06 | ||
001 | 2010-01-01 | ROBERT STACY | 2011-10-15 |
Measure | Date | Value |
---|---|---|
2018: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 7 |
2017: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2018 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $20 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $23,597 |
Expenses. Total of all expenses incurred | 2018-12-31 | $293 |
Total plan assets at end of year | 2018-12-31 | $1,046,923 |
Total plan assets at beginning of year | 2018-12-31 | $1,023,599 |
Value of fidelity bond covering the plan | 2018-12-31 | $120,000 |
Total contributions received or receivable from participants | 2018-12-31 | $53,253 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $293 |
Other income received | 2018-12-31 | $-53,128 |
Net income (gross income less expenses) | 2018-12-31 | $23,304 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,046,903 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,023,599 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $23,472 |
2017 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $215,938 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,797 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,684 |
Total plan assets at end of year | 2017-12-31 | $1,037,606 |
Total plan assets at beginning of year | 2017-12-31 | $823,465 |
Value of fidelity bond covering the plan | 2017-12-31 | $120,000 |
Total contributions received or receivable from participants | 2017-12-31 | $38,410 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $113 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $1 |
Other income received | 2017-12-31 | $155,458 |
Net income (gross income less expenses) | 2017-12-31 | $214,141 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,037,606 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $823,465 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $22,069 |
2016 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $155,642 |
Expenses. Total of all expenses incurred | 2016-12-31 | $133,015 |
Benefits paid (including direct rollovers) | 2016-12-31 | $132,296 |
Total plan assets at end of year | 2016-12-31 | $823,465 |
Total plan assets at beginning of year | 2016-12-31 | $800,838 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $39,940 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $43 |
Other income received | 2016-12-31 | $94,638 |
Net income (gross income less expenses) | 2016-12-31 | $22,627 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $823,465 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $800,838 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $21,064 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $676 |
2015 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $42,426 |
Expenses. Total of all expenses incurred | 2015-12-31 | $220 |
Total plan assets at end of year | 2015-12-31 | $800,838 |
Total plan assets at beginning of year | 2015-12-31 | $758,632 |
Value of fidelity bond covering the plan | 2015-12-31 | $90,000 |
Total contributions received or receivable from participants | 2015-12-31 | $37,157 |
Other income received | 2015-12-31 | $-23,672 |
Net income (gross income less expenses) | 2015-12-31 | $42,206 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $800,838 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $758,632 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $28,941 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $220 |
2014 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $113,630 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,543 |
Benefits paid (including direct rollovers) | 2014-12-31 | $3,481 |
Total plan assets at end of year | 2014-12-31 | $758,632 |
Total plan assets at beginning of year | 2014-12-31 | $648,545 |
Value of fidelity bond covering the plan | 2014-12-31 | $70,000 |
Total contributions received or receivable from participants | 2014-12-31 | $32,837 |
Other income received | 2014-12-31 | $60,387 |
Net income (gross income less expenses) | 2014-12-31 | $110,087 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $758,632 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $648,545 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $20,406 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $62 |
2013 : ROBERT L. STACY, CPA, LLC 401(K) PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $137,324 |
Expenses. Total of all expenses incurred | 2013-12-31 | $16 |
Total plan assets at end of year | 2013-12-31 | $648,545 |
Total plan assets at beginning of year | 2013-12-31 | $511,237 |
Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
Total contributions received or receivable from participants | 2013-12-31 | $32,713 |
Other income received | 2013-12-31 | $89,577 |
Net income (gross income less expenses) | 2013-12-31 | $137,308 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $648,545 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $511,237 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $15,034 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $16 |
2018: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ROBERT L. STACY, CPA, LLC 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |