ROBERT G PAYNE CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 5 |
2015: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 5 |
2014: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
Measure | Date | Value |
---|
2016 : ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $37,393 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $534,167 |
Total plan assets at beginning of year | 2016-12-31 | $496,774 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Total contributions received or receivable from participants | 2016-12-31 | $13,003 |
Other income received | 2016-12-31 | $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 sources | 2015-12-31 | $-12,086 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $496,774 |
Total plan assets at beginning of year | 2015-12-31 | $508,860 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $6,767 |
Other income received | 2015-12-31 | $-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 sources | 2014-12-31 | $33,330 |
Expenses. Total of all expenses incurred | 2014-12-31 | $17,964 |
Benefits paid (including direct rollovers) | 2014-12-31 | $17,964 |
Total plan assets at end of year | 2014-12-31 | $508,860 |
Total plan assets at beginning of year | 2014-12-31 | $493,494 |
Total contributions received or receivable from participants | 2014-12-31 | $6,225 |
Other income received | 2014-12-31 | $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 sources | 2013-12-31 | $99,094 |
Expenses. Total of all expenses incurred | 2013-12-31 | $259 |
Benefits paid (including direct rollovers) | 2013-12-31 | $259 |
Total plan assets at end of year | 2013-12-31 | $493,494 |
Total plan assets at beginning of year | 2013-12-31 | $394,659 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $4,789 |
Other income received | 2013-12-31 | $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 |
2016: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ROBERT G PAYNE CPA SAFE HARBOR 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions