ROBISON, CURPHEY & O'CONNELL, LIMITED LIABILITY COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 892 |
| Net assets as of the end of the plan year | 2024-10-02 | 254474 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 171422 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 48226 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 35718 |
| Plan net income in this plan year | 2024-10-02 | 83052 |
| Net assets as of the end of the plan year | 2024-10-02 | 254474 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 171422 |
| Employer contributions to plan in this plan year | 2024-10-02 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 892 |
| 2023 : ROBISON, CURPHEY & O'CONNELL ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2023-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2023-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2023-10-02 | 6149 |
| Net assets as of the end of the plan year | 2023-10-02 | 192977 |
| Total assets as of the beginning of the plan year | 2023-10-02 | 147267 |
| Value of plan covered by a fidelity bond | 2023-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2023-10-02 | 25697 |
| Other expenses paid from plan in this plan year | 2023-10-02 | 0 |
| Other contributions to plan in this plan year | 2023-10-02 | 0 |
| Other income to plan in this plan year | 2023-10-02 | 26162 |
| Plan net income in this plan year | 2023-10-02 | 45710 |
| Net assets as of the end of the plan year | 2023-10-02 | 192977 |
| Net assets as of the beginning of the plan year | 2023-10-02 | 147267 |
| Employer contributions to plan in this plan year | 2023-10-02 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-10-02 | 498 |
| 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 |
| 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 |
