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ROBERT S GERTLER INC 401k Plan overview

Plan NameROBERT S GERTLER INC
Plan identification number 001

ROBERT S GERTLER INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

ROBERT S GERTLER INC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S GERTLER INC
Employer identification number (EIN):112615383
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S GERTLER INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01KENNETH S FRIEDMAN CPA2017-04-09
0012015-01-01KENNETH S FRIEDMAN CPA
0012014-01-01KENNETH S FRIEDMAN CPA
0012013-01-01KENNETH S FRIEDMAN CPA
0012012-01-01KENNETH S FRIEDMAN CPA
0012011-01-01KENNETH S FRIEDMAN CPA
0012009-01-012010-05-04
0012009-01-01KENNETH S FRIEDMAN CPA
0012009-01-012010-05-04

Plan Statistics for ROBERT S GERTLER INC

401k plan membership statisitcs for ROBERT S GERTLER INC

Measure Date Value
2015: ROBERT S GERTLER INC 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-014
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT S GERTLER INC 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-015
2013: ROBERT S GERTLER INC 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
2012: ROBERT S GERTLER INC 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
2011: ROBERT S GERTLER INC 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
2009: ROBERT S GERTLER INC 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT S GERTLER INC

Measure Date Value
2015 : ROBERT S GERTLER INC 2015 401k financial data
Transfers to/from the plan2015-12-31$-12,338
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$5,555
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,059
Total plan assets at beginning of year2015-12-31$7,842
Expenses. Other expenses not covered elsewhere2015-12-31$0
Net income (gross income less expenses)2015-12-31$5,555
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,059
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,842
Total contributions received or receivable from employer(s)2015-12-31$5,555
2014 : ROBERT S GERTLER INC 2014 401k financial data
Transfers to/from the plan2014-12-31$-374,840
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$4,800
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$7,842
Total plan assets at beginning of year2014-12-31$377,882
Net income (gross income less expenses)2014-12-31$4,800
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,842
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$377,882
Total contributions received or receivable from employer(s)2014-12-31$4,800
2013 : ROBERT S GERTLER INC 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$73,726
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$377,882
Total plan assets at beginning of year2013-12-31$304,156
Expenses. Other expenses not covered elsewhere2013-12-31$0
Other income received2013-12-31$67,795
Net income (gross income less expenses)2013-12-31$73,726
Net plan assets at end of year (total assets less liabilities)2013-12-31$377,882
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$304,156
Total contributions received or receivable from employer(s)2013-12-31$5,931
2012 : ROBERT S GERTLER INC 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$4,734
Total plan assets at end of year2012-12-31$304,156
Total plan assets at beginning of year2012-12-31$269,567
Net income (gross income less expenses)2012-12-31$4,734
Net plan assets at end of year (total assets less liabilities)2012-12-31$304,156
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$269,567
Total contributions received or receivable from employer(s)2012-12-31$4,734
2011 : ROBERT S GERTLER INC 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$5,400
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$269,567
Total plan assets at beginning of year2011-12-31$245,209
Expenses. Other expenses not covered elsewhere2011-12-31$0
Net income (gross income less expenses)2011-12-31$5,400
Net plan assets at end of year (total assets less liabilities)2011-12-31$269,567
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$245,209
Total contributions received or receivable from employer(s)2011-12-31$5,400
2010 : ROBERT S GERTLER INC 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$7,126
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$245,209
Total plan assets at beginning of year2010-12-31$196,984
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$1,400
Net income (gross income less expenses)2010-12-31$7,126
Net plan assets at end of year (total assets less liabilities)2010-12-31$245,209
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$196,984
Total contributions received or receivable from employer(s)2010-12-31$5,726

Form 5500 Responses for ROBERT S GERTLER INC

2015: ROBERT S GERTLER INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: ROBERT S GERTLER INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: ROBERT S GERTLER INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: ROBERT S GERTLER INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: ROBERT S GERTLER INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: ROBERT S GERTLER INC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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