401k Plan data: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN plan

ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number	003

ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ROBISON, CURPHEY & O'CONNELL, LIMITED LIABILITY COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ROBISON, CURPHEY & O'CONNELL, LIMITED LIABILITY COMPANY

Employer identification number (EIN): 344437851

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 ANGELA BARCHICK 2023-10-02
003 2021-01-01 ANGELA BARCHICK 2023-10-02
003 2020-01-01 RICHARD J. RUPPEL 2021-09-30
003 2019-01-01 RICHARD J. RUPPEL 2020-10-20
003 2018-01-01 RICHARD J. RUPPEL 2019-10-15
003 2017-01-01 RICHARD J. RUPPEL 2018-10-09
003 2016-01-01 RICHARD J. RUPPEL 2017-10-06
003 2015-01-01 RICHARD J. RUPPEL 2016-10-12
003 2014-01-01 RICHARD J. RUPPEL 2015-09-02
003 2011-01-01 WILLIAM SCHLOSSER 2012-10-15 WILLIAM SCHLOSSER 2012-10-15
003 2010-01-01 WILLIAM SCHLOSSER 2011-10-12
003 2008-01-01 WILLIAM SCHLOSSER WILLIAM SCHLOSSER 2012-07-19
003 2007-01-01 WILLIAM SCHLOSSER WILLIAM SCHLOSSER 2012-07-19
003 2006-01-01 WILLIAM SCHLOSSER WILLIAM SCHLOSSER 2012-07-19
003 2005-01-01 WILLIAM SCHLOSSER WILLIAM SCHLOSSER 2012-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	ANGELA BARCHICK	2023-10-02
003	2021-01-01	ANGELA BARCHICK	2023-10-02
003	2020-01-01	RICHARD J. RUPPEL	2021-09-30
003	2019-01-01	RICHARD J. RUPPEL	2020-10-20
003	2018-01-01	RICHARD J. RUPPEL	2019-10-15
003	2017-01-01	RICHARD J. RUPPEL	2018-10-09
003	2016-01-01	RICHARD J. RUPPEL	2017-10-06
003	2015-01-01	RICHARD J. RUPPEL	2016-10-12
003	2014-01-01	RICHARD J. RUPPEL	2015-09-02
003	2011-01-01	WILLIAM SCHLOSSER	2012-10-15	WILLIAM SCHLOSSER	2012-10-15
003	2010-01-01	WILLIAM SCHLOSSER	2011-10-12
003	2008-01-01	WILLIAM SCHLOSSER		WILLIAM SCHLOSSER	2012-07-19
003	2007-01-01	WILLIAM SCHLOSSER		WILLIAM SCHLOSSER	2012-07-19
003	2006-01-01	WILLIAM SCHLOSSER		WILLIAM SCHLOSSER	2012-07-19
003	2005-01-01	WILLIAM SCHLOSSER		WILLIAM SCHLOSSER	2012-07-19

Plan Statistics for ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2008: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 8
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 8
Number of participants with account balances 2008-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 8
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 8
Number of participants with account balances 2007-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 9
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 1
Total of all active and inactive participants 2006-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 10
Number of participants with account balances 2006-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0
2005: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 6
Number of retired or separated participants receiving benefits 2005-01-01 0
Number of other retired or separated participants entitled to future benefits 2005-01-01 1
Total of all active and inactive participants 2005-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 7
Number of participants with account balances 2005-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 0

Measure	Date	Value
2008: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	8
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	8
Number of participants with account balances	2008-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	8
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	8
Number of participants with account balances	2007-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	9
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	1
Total of all active and inactive participants	2006-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	10
Number of participants with account balances	2006-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0
2005: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	6
Number of retired or separated participants receiving benefits	2005-01-01	0
Number of other retired or separated participants entitled to future benefits	2005-01-01	1
Total of all active and inactive participants	2005-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	7
Number of participants with account balances	2005-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	0

Financial Data on ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2008 : ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$-50,318
Total income from all sources	2008-12-31	$-8,726
Expenses. Total of all expenses incurred	2008-12-31	$30,365
Benefits paid (including direct rollovers)	2008-12-31	$30,305
Total plan assets at end of year	2008-12-31	$114,406
Total plan assets at beginning of year	2008-12-31	$203,815
Value of fidelity bond covering the plan	2008-12-31	$500,000
Total contributions received or receivable from participants	2008-12-31	$10,901
Other income received	2008-12-31	$-25,146
Net income (gross income less expenses)	2008-12-31	$-39,091
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$114,406
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$203,815
Total contributions received or receivable from employer(s)	2008-12-31	$5,519
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
2007 : ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$43,760
Expenses. Total of all expenses incurred	2007-12-31	$45
Total plan assets at end of year	2007-12-31	$203,815
Total plan assets at beginning of year	2007-12-31	$160,100
Value of fidelity bond covering the plan	2007-12-31	$500,000
Total contributions received or receivable from participants	2007-12-31	$21,488
Other income received	2007-12-31	$7,806
Net income (gross income less expenses)	2007-12-31	$43,715
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$203,815
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$160,100
Total contributions received or receivable from employer(s)	2007-12-31	$14,466
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$45
2006 : ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2006 401k financial data
Transfers to/from the plan	2006-12-31	$-1,255
Total income from all sources	2006-12-31	$57,238
Expenses. Total of all expenses incurred	2006-12-31	$19,495
Benefits paid (including direct rollovers)	2006-12-31	$19,370
Total plan assets at end of year	2006-12-31	$160,100
Total plan assets at beginning of year	2006-12-31	$123,612
Value of fidelity bond covering the plan	2006-12-31	$500,000
Total contributions received or receivable from participants	2006-12-31	$23,334
Contributions received from other sources (not participants or employers)	2006-12-31	$22,917
Other income received	2006-12-31	$10,987
Net income (gross income less expenses)	2006-12-31	$37,743
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$160,100
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$123,612
Expenses. Administrative service providers (salaries,fees and commissions)	2006-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2006-12-31	$0
2005 : ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2005 401k financial data
Transfers to/from the plan	2005-12-31	$108,134
Total income from all sources	2005-12-31	$34,732
Expenses. Total of all expenses incurred	2005-12-31	$19,254
Benefits paid (including direct rollovers)	2005-12-31	$19,254
Total plan assets at end of year	2005-12-31	$123,612
Total plan assets at beginning of year	2005-12-31	$0
Value of fidelity bond covering the plan	2005-12-31	$500,000
Total contributions received or receivable from participants	2005-12-31	$28,209
Other income received	2005-12-31	$4,973
Net income (gross income less expenses)	2005-12-31	$15,478
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$123,612
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$0
Total contributions received or receivable from employer(s)	2005-12-31	$1,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2005-12-31	$0

Form 5500 Responses for ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN

2008: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	First time form 5500 has been submitted	Yes
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	ROBISON, CURPHEY & O'CONNELL, LIMITED LIABILITY COMPANY
Employer identification number (EIN):	344437851
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers