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401k Sponsoring company profile

ROBERT J. WERNER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. WERNER, P.C.
Employer identification number (EIN):860975969
NAIC Classification:541110
NAIC Description:Offices of Lawyers

The following addresses have been detected on the 401k submissions:

USA Location Address
3200 N. CENTRAL AVENUE, SUITE 1800
PHOENIX
AZ
850122400
Date first seen: 2011-09-09
Date last seen: 2014-07-09
USA Location Address
3200 N. CENTRAL AVE., STE. 1800
PHOENIX
AZ
85012
Date first seen: 2008-06-01
Date last seen: 2023-12-31
USA Location Address
3200 N CENTRAL AVE STE 1800
PHOENIX
AZ
850122438
Date first seen: 2021-06-21
Date last seen: 2023-07-11

ROBERT J. WERNER, P.C. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001ROBERT J. WERNER, P.C. CASH BALANCE PENSION PLAN2011-02-01 2001-02-01
002ROBERT J. WERNER, P.C. DEFINED BENEFIT PENSION PLAN2016-01-01 2014-01-01
003ROBERT J. WERNER, P.C. PROFIT SHARING PLAN2020-01-01 2014-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2016-12-20Employer Contributions $ 1,956
2016-12-20Employee Contributions $ 1,956
2016-12-07Employer Contributions $ 70,000
2016-12-07Employee Contributions $ 70,000
2016-01-15Employer Contributions $ 100,000
2016-01-15Employee Contributions $ 100,000
2015-04-28Employer Contributions $ 100,958
2015-04-28Employee Contributions $ 100,958
2014-01-06Employer Contributions $ 71
2014-01-06Employee Contributions $ 71
2013-12-20Employer Contributions $ 159,808
2013-12-20Employee Contributions $ 159,808
2013-02-08Employer Contributions $ 7,000
2013-02-08Employee Contributions $ 7,000
2013-01-02Employer Contributions $ 121,500
2013-01-02Employee Contributions $ 121,500
2012-01-19Employer Contributions $ 117,402
2012-01-19Employee Contributions $ 117,402
2011-01-14Employer Contributions $ 122,000
2011-01-14Employee Contributions $ 122,000

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