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ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN
Plan identification number 003

ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

ROBERT G PAYNE CPA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G PAYNE CPA
Employer identification number (EIN):311248550
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01ROBERT PAYNE2022-07-25 ROBERT PAYNE2022-07-25
0032020-01-01ROBERT PAYNE2021-07-28 ROBERT PAYNE2021-07-28
0032019-01-01ROBERT PAYNE2020-07-28 ROBERT PAYNE2020-07-28
0032018-01-01ROBERT PAYNE2019-07-30 ROBERT PAYNE2019-07-30
0032017-01-01ROBERT PAYNE2018-07-31 ROBERT PAYNE2018-07-31
0032016-01-01ROBERT PAYNE ROBERT PAYNE2017-05-25
0032015-01-01ROBERT PAYNE ROBERT PAYNE2016-08-05
0032014-01-01ROBERT G PAYNE
0032013-01-01ROBERT G PAYNE
0032012-01-01ROBERT G PAYNE2013-07-15
0032011-01-01ROBERT G PAYNE2012-07-26
0032010-01-01ROBERT G PAYNE2011-10-17 ROBERT G PAYNE2011-10-17

Plan Statistics for ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN

Measure Date Value
2016: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
2015: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
2014: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
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 benefits2014-01-011
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015

Financial Data on ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN

Measure Date Value
2016 : ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$37,393
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$534,167
Total plan assets at beginning of year2016-12-31$496,774
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$13,003
Other income received2016-12-31$14,829
Net income (gross income less expenses)2016-12-31$37,393
Net plan assets at end of year (total assets less liabilities)2016-12-31$534,167
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$496,774
Total contributions received or receivable from employer(s)2016-12-31$9,561
2015 : ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$-12,086
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$496,774
Total plan assets at beginning of year2015-12-31$508,860
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$6,767
Other income received2015-12-31$-27,193
Net income (gross income less expenses)2015-12-31$-12,086
Net plan assets at end of year (total assets less liabilities)2015-12-31$496,774
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$508,860
Total contributions received or receivable from employer(s)2015-12-31$8,340
2014 : ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$33,330
Expenses. Total of all expenses incurred2014-12-31$17,964
Benefits paid (including direct rollovers)2014-12-31$17,964
Total plan assets at end of year2014-12-31$508,860
Total plan assets at beginning of year2014-12-31$493,494
Total contributions received or receivable from participants2014-12-31$6,225
Other income received2014-12-31$18,174
Net income (gross income less expenses)2014-12-31$15,366
Net plan assets at end of year (total assets less liabilities)2014-12-31$508,860
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$493,494
Total contributions received or receivable from employer(s)2014-12-31$8,931
2013 : ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$99,094
Expenses. Total of all expenses incurred2013-12-31$259
Benefits paid (including direct rollovers)2013-12-31$259
Total plan assets at end of year2013-12-31$493,494
Total plan assets at beginning of year2013-12-31$394,659
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$4,789
Other income received2013-12-31$83,097
Net income (gross income less expenses)2013-12-31$98,835
Net plan assets at end of year (total assets less liabilities)2013-12-31$493,494
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$394,659
Total contributions received or receivable from employer(s)2013-12-31$11,208

Form 5500 Responses for ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN

2016: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 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 G PAYNE CPA SAFE HARBOR 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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