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ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN 401k Plan overview

Plan NameROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN
Plan identification number 001

ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT JURGENS, CPA PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT JURGENS, CPA PC
Employer identification number (EIN):113105334
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01IRA SCHACK2022-09-09
0012020-01-01ROBERT JURGENS2021-09-09
0012019-01-01ROBERT JURGENS2020-10-08
0012018-01-01ROBERT JURGENS2019-09-09
0012017-01-01ROBERT JURGENS2018-07-23
0012016-01-01ROBERT JURGENS2017-05-25
0012015-01-01ROBERT JURGENS2016-09-29
0012014-01-01ROBERT JURGENS2015-09-27
0012013-01-01ROBERT JURGENS2014-09-24
0012012-01-01ROBERT JURGENS2013-09-25
0012011-01-01ROBERT JURGENS2012-07-11
0012010-01-01ROBERT JURGENS2011-09-20 ROBERT JURGENS2011-09-20
0012009-01-01ROBERT JURGENS ROBERT JURGENS2010-10-06
0012009-01-01ROBERT JURGENS ROBERT JURGENS2010-10-06
0012009-01-01ROBERT JURGENS ROBERT JURGENS2010-10-05

Plan Statistics for ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN

401k plan membership statisitcs for ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN

Measure Date Value
2009: ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN

2009: ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN 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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