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BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 401k Plan overview

Plan NameBRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN
Plan identification number 001

BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Health (other than dental or vision)

401k Sponsoring company profile

BRIAN J. SERVATIUS, ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name:BRIAN J. SERVATIUS, ATTORNEY AT LAW
Employer identification number (EIN):942711488
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01BRIAN SERVATIUS BRIAN SERVATIUS2018-05-30
0012016-01-01BRIAN SERVATIUS
0012015-01-01BRIAN SERVATIUS
0012014-01-01BRIAN SERVATIUS
0012013-01-01BRIAN SERVATIUS BRIAN SERVATIUS2014-06-18
0012012-01-01BRIAN SERVATIUS
0012011-01-01BRIAN SERVATIUS
0012009-01-01BRIAN SERVATIUS

Financial Data on BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN

Measure Date Value
2017 : BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$34,414
Expenses. Total of all expenses incurred2017-12-31$727,577
Benefits paid (including direct rollovers)2017-12-31$727,577
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$693,163
Other income received2017-12-31$34,414
Net income (gross income less expenses)2017-12-31$-693,163
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$693,163
2016 : BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$108,498
Expenses. Total of all expenses incurred2016-12-31$92,000
Benefits paid (including direct rollovers)2016-12-31$92,000
Total plan assets at end of year2016-12-31$693,163
Total plan assets at beginning of year2016-12-31$676,665
Other income received2016-12-31$108,498
Net income (gross income less expenses)2016-12-31$16,498
Net plan assets at end of year (total assets less liabilities)2016-12-31$693,163
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$676,665
2015 : BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-21,034
Expenses. Total of all expenses incurred2015-12-31$138,525
Benefits paid (including direct rollovers)2015-12-31$138,525
Total plan assets at end of year2015-12-31$676,665
Total plan assets at beginning of year2015-12-31$836,224
Other income received2015-12-31$-21,034
Net income (gross income less expenses)2015-12-31$-159,559
Net plan assets at end of year (total assets less liabilities)2015-12-31$676,665
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$836,224
2014 : BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$20,919
Expenses. Total of all expenses incurred2014-12-31$70,000
Benefits paid (including direct rollovers)2014-12-31$70,000
Total plan assets at end of year2014-12-31$836,224
Total plan assets at beginning of year2014-12-31$885,305
Other income received2014-12-31$20,919
Net income (gross income less expenses)2014-12-31$-49,081
Net plan assets at end of year (total assets less liabilities)2014-12-31$836,224
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$885,305
2013 : BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$177,266
Expenses. Total of all expenses incurred2013-12-31$50,000
Benefits paid (including direct rollovers)2013-12-31$50,000
Total plan assets at end of year2013-12-31$885,305
Total plan assets at beginning of year2013-12-31$758,039
Other income received2013-12-31$164,526
Net income (gross income less expenses)2013-12-31$127,266
Net plan assets at end of year (total assets less liabilities)2013-12-31$885,305
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$758,039
Total contributions received or receivable from employer(s)2013-12-31$12,740
2012 : BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$76,767
Total plan assets at end of year2012-12-31$758,039
Total plan assets at beginning of year2012-12-31$681,272
Other income received2012-12-31$61,233
Net income (gross income less expenses)2012-12-31$76,767
Net plan assets at end of year (total assets less liabilities)2012-12-31$758,039
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$681,272
Total contributions received or receivable from employer(s)2012-12-31$15,534
2011 : BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$10,995
Total plan assets at end of year2011-12-31$681,272
Total plan assets at beginning of year2011-12-31$670,277
Other income received2011-12-31$-6,518
Net income (gross income less expenses)2011-12-31$10,995
Net plan assets at end of year (total assets less liabilities)2011-12-31$681,272
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$670,277
Total contributions received or receivable from employer(s)2011-12-31$17,513
2010 : BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$80,341
Total plan assets at end of year2010-12-31$670,277
Total plan assets at beginning of year2010-12-31$589,936
Other income received2010-12-31$62,831
Net income (gross income less expenses)2010-12-31$80,341
Net plan assets at end of year (total assets less liabilities)2010-12-31$670,277
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$589,936
Total contributions received or receivable from employer(s)2010-12-31$17,510

Form 5500 Responses for BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN

2017: BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
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: BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING 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: BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING 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: BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING 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: BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING 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: BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING 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: BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING 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
2009: BRIAN J. SERVATIUS QRP KEOGH PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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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