401k Plan data: ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN plan

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

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

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

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 IRA SCHACK 2022-09-09
001 2020-01-01 ROBERT JURGENS 2021-09-09
001 2019-01-01 ROBERT JURGENS 2020-10-08
001 2018-01-01 ROBERT JURGENS 2019-09-09
001 2017-01-01 ROBERT JURGENS 2018-07-23
001 2016-01-01 ROBERT JURGENS 2017-05-25
001 2015-01-01 ROBERT JURGENS 2016-09-29
001 2014-01-01 ROBERT JURGENS 2015-09-27
001 2013-01-01 ROBERT JURGENS 2014-09-24
001 2012-01-01 ROBERT JURGENS 2013-09-25
001 2011-01-01 ROBERT JURGENS 2012-07-11
001 2010-01-01 ROBERT JURGENS 2011-09-20 ROBERT JURGENS 2011-09-20
001 2009-01-01 ROBERT JURGENS ROBERT JURGENS 2010-10-06
001 2009-01-01 ROBERT JURGENS ROBERT JURGENS 2010-10-06
001 2009-01-01 ROBERT JURGENS ROBERT JURGENS 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	IRA SCHACK	2022-09-09
001	2020-01-01	ROBERT JURGENS	2021-09-09
001	2019-01-01	ROBERT JURGENS	2020-10-08
001	2018-01-01	ROBERT JURGENS	2019-09-09
001	2017-01-01	ROBERT JURGENS	2018-07-23
001	2016-01-01	ROBERT JURGENS	2017-05-25
001	2015-01-01	ROBERT JURGENS	2016-09-29
001	2014-01-01	ROBERT JURGENS	2015-09-27
001	2013-01-01	ROBERT JURGENS	2014-09-24
001	2012-01-01	ROBERT JURGENS	2013-09-25
001	2011-01-01	ROBERT JURGENS	2012-07-11
001	2010-01-01	ROBERT JURGENS	2011-09-20	ROBERT JURGENS	2011-09-20
001	2009-01-01	ROBERT JURGENS		ROBERT JURGENS	2010-10-06
001	2009-01-01	ROBERT JURGENS		ROBERT JURGENS	2010-10-06
001	2009-01-01	ROBERT JURGENS		ROBERT JURGENS	2010-10-05

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-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

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
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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